Josh Taylor, CFP©, CLU
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In today’s highly complex world with a myriad of financial information available, it’s often difficult to determine which is the right path for you. Kompass Financial Advisors is an independent insurance agency and Registered Investment Advisory firm you can count on to guide the way.
Our independence differentiates us from many of our competitors, giving us greater flexibility to strategically improve and fine tune your planning needs. Because of our independence, we are able to provide a wholly objective viewpoint to your specific situation and apply an array of tools to customize plans that can achieve your goals.
Everyone’s situation is unique, and we pride ourselves in being collaborative with our clients. Our purpose is to help businesses and individuals properly plan their futures through a hands-on, consultative approach. Our clients benefit from the profitable insights and ideas we are able to provide through this process. We at Kompass Financial Advisors welcome the opportunity to guide you down the proper path as well.