Compass Rose Strategic Partners LLC
426 Boston Post Road, Suite A
Waterford, CT 06385
Phone:
860-437-7600
Fax:
860-437-7200
E-mail:
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.
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.