COMPASS FINANCIAL PLANNING

CONNECT

Address:

Main Office
600 108th Avenue Northeast, Suite 320 
Bellevue, WA

Seattle Office
701 5th Avenue
Columbia Center, Suite 1100
Seattle, WA

Phone:

(425) 945-1468 / (425) 945-1499

Fax/Other:

(425) 454-6318

Product Solutions

 

We are committed to finding solutions that fit your unique needs. Should you choose to work with us in implementing certain recommendations in your financial plan, we have a broad range of companies to consider, including:

 

Life Insurance

  • American General
  • AXA Equitable
  • Gerber Life
  • Guardian Life
  • John Hancock USA
  • Lincoln Life
  • Massachusetts Mutual Life Insurance Company
  • Mutual of Omaha/United of Omaha
  • Nationwide
  • Pacific Life
  • Principal Life
  • Prudential Financial
  • Reliastar Life Insurance Company
  • Transamerica
  • Voya Financial

Securities and Advisory Services

  • Allianz Funds
  • Alliance Bernstein
  • American Century Investments
  • American Funds
  • BlackRock
  • Deutsche Asset & Wealth Management
  • Dreyfus Premier
  • Fidelity Investments
  • Franklin Templeton Investments
  • Goldman Sachs
  • Invesco
  • J.P. Morgan
  • Legg Mason Global Asset
    Management
  • Lord Abbett
  • Oppenheimer Funds

 

  • PIMCO
  • Putnam Investments
  • Rainier
  • Schwab
  • TIAA-CREF
  • T. Rowe Price
  • Voya Funds
  • Wells Fargo Funds
  • Wilshire Target

Disability Insurance

  • Assurity Life
  • Fidelity Security Life
  • Lloyd's of London
  • Massachusetts Mutual Life Insurance Company
  • Principal Life
  • The Standard

Annuities

  • Brighthouse Financial
  • American General
  • Integrity Life
  • Jackson National
  • New York Life Insurance & Annuity Company
  • Principal Financial

Long Term Care

  • LifeSecure
  • Lincoln Financial
  • Mutual of Omaha
  • Nationwide
  • Pacific Life
  • Transamerica
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck