Compass Retirement Solutions helps individuals and families prepare for retirement with financial strategies shaped around their goals, lifestyle and circumstances. With offices in St. Louis and Atlanta, the firm focuses on the financial questions that can influence retirement, including income, healthcare costs, taxes, investments and legacy planning. Its approach considers both practical needs, such as managing expenses and planning for healthcare before Medicare eligibility, and personal ambitions, such as travel or spending time with family.

Compass offers a structured planning process, including its R.O.U.T.E.™ plan review, to understand clients’ goals and develop tailored financial strategies. The firm also provides educational resources, articles, books, media appearances, seminars and client events. A complimentary consultation is available, and the firm offers an e-book with insights on early-retirement planning, income sources, investment risks, taxes and estate considerations.

Investment advisory services are offered through Compass Retirement Group, LLC, a registered investment advisor. Insurance products are offered through affiliated Mitchell Retirement Group, LLC.