36
Growth Score
pts
Heat Score
-12 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Compass Financial Management is an independent financial planning firm specialising in retirement planning.
About the Company
Compass Financial Management offers a range of financial services. These include retirement income planning, asset preservation, and wealth management. The company operates on a fee-only basis, providing advice and recommendations based on a comprehensive understanding of each client's financial situation. Services extend to ESOP, 401(k), and
IRA rollover planning, as well as pre-59 ½ penalty free retirement. The company's philosophy is to provide honest advice and help clients achieve their financial and retirement goals.
