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For more than 40 years, the Compass Agency USA, LLC has been
developing new financial products and strategies that provide
professionals and business owners with the tools they need to
preserve wealth and income.
With a focus on safe, effective, and compliant programs, we are
redefining the industry with the Single Employer Welfare Benefit
Trust and the Protected Securities
Plan. Compass representatives are trained professionals who assist
advisors in designing the right plan for their clients based on
their personal criteria and financial goals. Exemplary customer
satisfaction and retention are keys to our success. We invite you to
learn more about us.
The Compass Agency USA, LLC specializes in the development and
delivery of income tax efficient and estate planning techniques that
adapt to our ever-changing financial environment. These
programs are designed to assist professional advisors and business
owners in the creation and preservation of wealth and income. We are
committed to delivering our products and services with
honesty and objectivity. Trust and integrity are the very foundation
of our business. Our goal is to promote and support a synergistic
relationship with our clients—their success determines our
own.
Our downloadable proposal request form is an efficient and
convenient way for us to obtain the necessary information to prepare
a proposal for you to present to your clients. Simply download and
fill out the form and we will prepare a proposal that is tailored to
your clients' objectives.
The process only takes moments, and within 24 hours you will receive
a response form one of our experienced professionals. They will
discuss the various options for creating your client specific
presentation. They will also discuss our presentation options—from
client and advisor notebooks to conference calls with Herbert Green.
http://www.compassagency.com
6536 Central Avenue
St. Petersburg, FL 33707-1330
Business Services Mills &
The role of a CPA (Certified Public Accountant) is central to the
highest level of productive management of a business and must
absolutely be dedicated to the utmost standards of honesty,
integrity and independence.
At Mills & Mahon, we are proud to carry out this important function
for many businesses in the greater Tampa Bay area and are committed
to providing the highest quality services, while
maintaining the independence and objectivity necessary to serve your
best interests.
Why should you choose Mills & Mahon? First and foremost, we strive
to assist businesses and individuals in reaching their economic
goals. We realize that each business is different in its
characteristics, personality and operating structure. As a result,
we approach each client informed with this understanding. This
important approach to your business means the difference
between average and exceptional service.
Financial planning is the process of establishing personal and
financial goals and creating a way to reach them. The ongoing
process involves taking stock of all your existing resources,
developing a plan to utilize them, and systematically implementing
the plan in order to achieve your short and long-term goals. The
plan must be monitored and reviewed periodically so that
adjustments can be made, if necessary, to assure that it continues
to move toward your financial goals.
One element of financial planning is investment planning. The number
and variety of investment vehicles are ever changing, and numerous
factors such as inflation, interest rates, government
regulation, tax laws, and economic indicators also affect investment
planning decisions. Fortunately, there are some well-founded
investment planning concepts on which you can build a logical,
although not foolproof, approach to the investment planning. While
we do not recommend specific investments we can assist you in
deciding those best suited to you.
http://www.millsandmahon.com/
6678 First Avenue South
St. Petersburg, FL 33707-1320
Florida : Financial Advisor in Venice
: Financial Advisor in Petersburg
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