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Compass Rose Strategic Partners LLC

426 Boston Post Road, Suite A
Waterford, CT 06385

Phone:

860-437-7600

Fax:

860-437-7200

E-mail:

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Calculators

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Compass Rose Strategic Partners LLC logo with compass rose

Welcome to Compass Rose Strategic Partners LLC

With more than 45 years of combined experience consulting families in financial and estate planning, Compass Rose Strategic Partners LLC is a team of women financial advisors with varying experience and credentials. Compass Rose Strategic Partners LLC offers financial planning to families, businesses and women who find themselves managing money on their own. Retirement income planning, investment selection and management, estate planning and business retirement plans are a focus in our business.

We take pride in putting our clients interests first and really listening to their needs, concerns and desires. A common thread our clients have with us  is family. Our clients have a strong desire to do the best they can to take care of their families and make the best choices for the future.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind financial planning, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Describes retirement plan options that help self-employed workers save on taxes.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Explains how a borrower can lower monthly payments by recasting a mortgage.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck