Compass Financial Group

08/31/2026

Don't let health insurance costs surprise you in retirement— check out this blog to discover the answers to 5 critical questions about your FEHB premiums so you can step into your federal retirement with confidence.

Similar to all of your benefits, you likely have questions about what changes with your FEHB coverage when you retire. Here we will cover 5 FEHB premium questions feds have going into retirement.

08/31/2026

Heading into retirement with FEHB? The government still covers 72% of your premium, but tax changes and Medicare rules mean your out-of-pocket costs could still shift.

Check out the full blog here:

The Federal Employee Health Benefit (FEHB) program is the health insurance program for federal employees—the world's largest employer-sponsored group health insurance program, covering more than 9 million people. And like most health insurance programs offered by an employer, premiums have to be p...

08/31/2026

As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. Do you leave them where they are, or try out different financial vehicles? Let’s take a look at some options in this week’s blog.

As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. You’ve probably accumulated a significant sum for retirement, but how do you put that sum

08/24/2026

Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list!

Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list! Planet Money: A Guide to the Economic Forces That Shape Your Life

08/17/2026

Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. Gen X-ers and Baby Boomers are going to approach shifting markets with different investment management strategies. Let’s take a look at both.

Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. For members of Gen X who are currently in their peak earning years

08/10/2026

Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. Let’s take a look at how inflation can affect your retirement plan in this week’s blog.

Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. While market volatility often captures the headlines, the gradual rise in the cost of goods and services acts as a constant force that can erode

08/03/2026

August is National Investors Month and a great time to review financial habits and look closely at your long-term retirement plans. Check out our blog for ideas to consider as you evaluate your investment plans and retirement portfolios.

August marks National Investors Month, with August 14, 2026, being National Financial Awareness Day. This is an important time to review financial habits and look closely at long-term retirement plans. If you’re one of the millions of

07/27/2026

Does your retirement plan include healthcare and long-term care costs? The earlier you make a plan for it, the better!

For many Americans approaching retirement, the focus is often on investment balances, Social Security timing, and creating reliable income streams. And those things are important! But there is a financial retirement risk that can

07/27/2026

While inflation is a major concern, living longer can actually have a much bigger impact on how far your retirement savings will stretch. Read our latest blog to learn how longevity planning can help protect your future!

Given today's ongoing inflation and continued rising costs, many Americans worry they may not have put away enough money for retirement. They fear that sharp increases in food and energy prices and transportation and medical care costs could significantly affect their retirement savings. Yet there.....

07/21/2026

Front Desk / Client Services Coordinator

Compass Financial Group is looking for a friendly, organized, and dependable Front Desk / Client Services Coordinator to join our team.
This position is an important part of our daily office operations and client experience. The ideal candidate is professional, detail-oriented, comfortable using office technology, and able to manage multiple tasks while keeping things organized and on track.

Responsibilities include:
• Greeting clients and answering phone calls in a warm, professional manner
• Monitoring emails, phone messages, calendars, and daily office needs
• Assisting with client files, scanning, saving, and organizing documents
• Updating CRM records, calendars, workflows, and task lists
• Preparing appointment folders and supporting advisors with daily administrative needs
• Helping track workshop registrations and assist with event preparation
• Calling prospects to schedule appointments
• Keeping shared systems, trackers, and client folders accurate and up to date
• Helping maintain an organized and welcoming office environment
Ideal candidate:
• Presents themselves in a polished, professional manner and understands the importance of making a strong first impression with clients Communicates clearly and professionally
• Is comfortable with computers, email, calendars, and CRM systems
• Can prioritize tasks and follow established processes
• Enjoys helping clients and supporting a team
• Is dependable, organized, and strong attention to detail
• Lives in or near the San Antonio 78232 area

Previous administrative, receptionist, client service, or financial office experience is helpful but not required.

This is a part-time, in-office position to start, with the potential to quickly become full-time for the right person.

Submit resumes to [email protected]

NO PHONE CALLS PLEASE!