Financial Planning Advisors and Investment and Asset Management Planners in St. Petersburg, Florida.

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Financial Planning Advisors in St. Petersburg, Florida

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Financial Planning Advisors in St. Petersburg, Florida.

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

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.

6536 Central Avenue
St. Petersburg, FL 33707-1330

Business Services Mills &amp

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.

6678 First Avenue South
St. Petersburg, FL 33707-1320

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