Compass Retirement Solutions

Had a great in person conversation about my retirement and finances with Marvin.

Marvin covered several items about retirement, including social security, taxes, Medicare and income limits during retirement.

I found Marvin to be very professional; he seemed sincerely interested in offering advice to me, grounded in his experience and knowledge, tailored to my personal situation and supportive of my financial goals.

Very helpful, informative and forward thinking when it comes to financial strategies.

In my most recent session, Marvin demonstrated his patience and knowledge allowing me to fully grasp the taxation strategy we discussed.

He was so genuinely helpful, and told me to keep his number, even if I am not his client, he would be happy to answer any questions I may have in the future.

Maybe today is a good day for you to be thankful for a friend who has been loyal, a pastor who truly cares, or in my case today, a financial advisor who has been a consistent performer.

Marvin and his team of professionals have made the challenges of navigating our finances through retirement uncomplicated and transparent.

We began working with Marvin about six months ago and we are very pleased with the relationship and the results.

Everyone is the utmost professional and each team member provides his/her own expertise to ensure they find the best financial plan to meet your specific circumstances.