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

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2017

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

  • American Tax Burden

    American Tax Burden

    Are you concerned about your tax situation?

  • Do You Know Who Your Beneficiaries Are?

    Do You Know Who Your Beneficiaries Are?

    Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

  • Protecting Your Dependents with Life Insurance

    Protecting Your Dependents with Life Insurance

    Term or whole life? Just be sure you have adequate coverage.

  • What Is An Annuity?

    What Is An Annuity?

    Immediate or deferred annuity: there's no right answer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck