All content on Compass Financial Group, Inc’s (CFG) website are intended for informational purposes only and are subject to change or withdrawal by CFG at any time without notice. CFG intends for the content contained on this site to be accurate and reliable. The content may, however, contain technical inaccuracies, typographical errors or other mistakes. CFG may make corrections or other changes to the content at any time. CFG assumes no responsibility for the accuracy or completeness of the Content.
Compass Financial Group, Inc. is an SEC registered investment advisory firm located in Deerfield Beach, Florida. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information pertaining to Compass Financial Group’s advisory services, business operations and fees are set forth in the firm’s current disclosure statement which is on file with the United States Securities and Exchange Commission. A copy of the disclosure statement is available from Compass Financial Group upon written request.
Investing in securities involves risk of loss that you should be prepared to bear. We do not represent or guarantee that our services or methods of analysis can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines. We cannot offer any guarantees or promises that your financial goals and objectives will be met. Diversification does not assure against market loss. Past performance is in no way an indication of future performance.
Neither the information or any opinion expressed on this web site constitute an offer to buy or sell any securities or financial instruments or provide any investment advice or service. Investors should consult with their financial advisor before making any investment decisions.
Any links made available to you through the Compass Financial Group, Inc. (CFG) website will allow you to leave our site to visit an external website. Please be aware that the Internet sites available through these links, and the materials that you may find at those sites are not provided by, endorsed by or under the control of CFG. Therefore, CFG cannot and does not make any representation to you about these external sites or the materials available on the sites. The fact that you may be able to access these additional external sites from the CFG website is not an endorsement or recommendation to you by the County of any of these sites or any material found there. CFG is providing these links only as a convenience to you, and your access to these additional external sites is done at your own risk.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client, nor are they representative of any one client’s evaluation. Neither the firm nor any adviser paid a fee for the award.
The Forbes ranking of Best-In-Class Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices, and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
LEGAL, INVESTMENT AND TAX NOTICE: The information on this site is not intended to be and should not be treated as legal advice, investment advice or tax advice. You should discuss all recommended tax strategies and other strategies that may be available to you with your professional investment, legal and accounting advisors before implementing them.
Compass Financial Group, Inc. does not provide tax advice and nothing contained herein is intended to be, or should be construed as, tax advice. Any discussion of US tax matters contained in this presentation was written to support the promotion or marketing of the transactions or other matters addressed herein and is not intended to be used, and must not be used by any recipient, for the purpose of avoiding US federal tax obligations. Recipients of this presentation should seek tax advice based on the recipient’s own particular circumstances from an independent tax adviser.