Retirement Planning

Compass Planning

Our Retirement Planning Approach

During your working years, your retirement goal is to save and grow your money. In retirement, there are MANY goals including making sure you have income to support your retirement lifestyle while NOT… outliving your money, overpaying the IRS, or losing it all in investments that are too risky for your goals.

You also want the best care you can afford and to leave the type of legacy you want for your family and loved ones. This requires having different buckets of money to accomplish different tasks.

Compass Planning

Working with us can take you from "I hope my retirement planning will be ok" "I'm confident!"

With our RetireSimply process we will help provide you with an easy and simple plan so that you can relax… knowing, not only where your money is, but most importantly, what it's there to accomplish.



With you, Compass Retirement will:


Discuss your current plan and uncover any issues or missed opportunities


Review what you have and share what we see, introducing you to the RetireSimply Solution


Provide a confident, easy to follow path for reaching your retirement goals

Retirement Planning Dallas, TX

Other cities we serve: Grapevine, TX | Fort Worth, TX | DFW Metroplex

How To Get Started


Attend an Event

Join us at an upcoming workshop sharing Our RetireSimply™ Approach!

Schedule A Visit


No cost visit with our team

RetireSimply™ Process

Learn our simple process to helping you retire.