Compass Financial Strategies

Compass Financial Strategies Over 60 years in planning & implementation of retirement, estate and business planning strategies. Member FINRA/SIPC.

We are a full-service financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals, families and businesses. We believe you will be better able to identify your goals and develop a plan to help you pursue them. Please call us if you have any questions about our firm or the range of financial products and s

ervices we provide. Securities and advisory services offered through LPL Financial, a registered investment advisor. finra.org, sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
07/16/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
07/14/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.
07/12/2026

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
07/09/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

Children with special needs may need ongoing help after their parents are gone.
07/07/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford ne...
07/05/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
07/02/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
06/30/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
06/28/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Address

1210 E. Main Street
Ashland, OH
44805

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+18447526448

Website

Alerts

Be the first to know and let us send you an email when Compass Financial Strategies posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category