Our Services
Compass Rose Financial Planning
 
Our Services

Identifying and Prioritizing Your Goals and Objectives

Our approach to financial planning focuses on you and fully understanding your unique set of financial objectives; then fashioning a customized comprehensive plan and investment management strategy, tailored to helping you achieve your specific financial goals.

We work in an objective, customized, and creative manner to provide smart solutions to satisfy real life financial needs. We provide comprehensive services that deliver smart and manageable solutions for you. In order to do this, you first have to ask the right questions when it comes to

Estate Planning Insurance Planning Investment Planning Retirement Planning Tax Planning
 
Call or write us today. We look forward to working with you.
Phone:
760-322-5200 | Email: Info@compassrosefp.com
Compass Rose Financial Planning,
333 N Palm Canyon Dr, Ste 112-A, Palm Springs, CA 92262   
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