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Contact Jeani

Telephone: 503.620.6262
Email: jeani@compassrosefs.com

Contact Jeani

Contact Tom

Telephone: 503.227.8281
Email: tom@compassrosefs.com

Contact Tom

Our client-focused practice has over 55 years of financial services experience.
We work with individuals and their families, business owners and their employees to establish financial priorities and help them achieve their goals. We believe in building long-term relationships through needs-based analysis, education and excellent customer service.

As a Compass Rose symbol on a map provides cardinal directions, we hope to provide a clear roadmap assisting clients achieve their financial success.

Retirement Planning Investment Strategies Risk Management Estate Planning

Newsletters

Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains wonâ€™t be taxed until they are withdrawn.

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Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Calculators

Savings Accumulation

Estimate the future value of your current savings.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators