Overview

Financial planning shouldn’t be about selling products. It should be about strengthening our economy, our communities and our future. At Compass Financial Solutions, every client we serve represents more than just a customer; they represent a family, a legacy and a vital thread in the fabric of our community. That’s why we devote ourselves to providing professional, individual attention to help you achieve your financial goals. Our focus is on helping clients achieve financial security using strategies based on the principles of safety, security and preservation of assets. This ensures they can realize a comfortable retirement and meet all their other financial goals. Further, through our weekly newsletters and monthly education seminars, we’re empowering clients to make informed, objective decisions about their finances. Our customized plans focus on each client’s specific needs and objectives, helping families with issues such as: • Pre and Post Retirement Planning • Estate Planning • Capital Preservation Planning • Income Planning • Health-care Planning • Disability Income Planning • College Financial Aid Planning • Social Security Planning CEO, Patrick T. Lyman CAS, CSA, LUTCF, RFC, RHU, and his team are dedicated to upholding the following standards: • Always placing the client’s best interests above our own • Consistently upholding the highest professional standards • Giving the best possible advice • Remaining current in our professional knowledge, skills and competence • Focusing on transparency and always offering full disclosure of all pertinent facts • Maintaining conduct, both personally and professionally, that positively reflects on our company and industry • Remaining independent so that we work for the client, not an insurance company • Treating all information collected in a secure and confidential manner • Suggesting the right products at the right time Call (610) 449-9900 anytime to schedule a free financial consultation.