Mission Statement & Qualifications

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We strive to learn and understand your financial situation and provide you with only the highest quality of information, services, and products to help you reach your goals.  We are dedicated to developing lasting relationships with all of our valued clients by actively participating in the review, implementation and management of your insurance and finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products, insurance and our services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.  Our team uses a "hands on" approach to best serve you. 

Each of our advisors hold various professional designations, insurance and financial licenses.   We provide you with our extensive knowledge across an array of insurance and financial planning tools that best suit your needs.

We are looking forward to helping you pursue your financial and insurance goals.    wrhio bi


Dedicated to developing lasting relationships, Compass Benefit Planning, LLC. is more than a business... We are a community.