Financial Planning

Comprehensive Planning Associates, Ltd (Compass) is an independent registered investment advisor, overseeing and coordinating finances with headquarters in Westport, CT. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity and security. In the financial services industry, there are generally two ways of obtaining financial advice: one is given by stockbrokers and the other is given by investment advisors. While many investors aren't even aware differences exist, one of the main differences is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times.

In a survey taken by TD Ameritrade:

  • 54% believe that both stockbrokers and investment advisors have a fiduciary responsibility to act in investors' best interest in all aspects of the financial relationship. Just 26% of investors knew that only investment advisors provide this protection.*
  • 79% say that they would be less likely to go to a brokerage firm for financial advice.*

We offer our prospective clients an initial complimentary, no obligation risk assessment where we provide third-party analysis of their current investments, personalized income projections, and ideas for immediate implementation. We look forward to our initial visit and finding out how we can help you get one step closer to your financial goals.

*2006 U.S. Investor Perception Study. Commissioned by TD AMERITRADE.

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OUR LOCATION

164 Kings Highway N.
Westport, CT 06880

Phone: 203.454.5970
services@compass-ltd.com