History of Compass

Compass Benefit Planning, LLC. is a boutique insurance and financial services firm that was established with a standard of professionalism and dedication at its forefront. Striving to safeguard their clients by protecting them and their assets against insurable risks, Compass designs the appropriate insurance plan for your specific needs. This has allowed Compass to gain the trust of thousands of business owners and individuals such as yourself.


Compass Benefit Planning, LLC. assists clients with personal and group insurance and financial planning needs.  Additionally, we specifically tailor to a client's needs in retirement and estate planning matters.


As part of the employee benefits practice, we analyze a client’s characteristics, employee demographics and cost requirements, and work as both an off-site benefits department as well as a human resources consultant to implement the most appropriate and cost-effective programs.  As a business evolves or the business climate changes, we conduct periodic suitability studies and monitor the places to adjust to the environment.