Compass Financial

Compass Financial is a Financial Planner in St. Peters, MO. The firm specializes in helping individuals develop sound retirement strategies, providing personalized, hands-on service to those who are retired or approaching retirement. Their comprehensive service offerings include investments, insurance, estate planning, and various retirement and college plans.

The firm operates with a client-centered philosophy, focusing on the unique needs, wants, and long-term goals of every individual. With over 100 years of collective experience, the team, including Dawn Tuinstra and Lauren Smith, utilizes deep financial knowledge and broad life experiences to design customized roadmaps for their clients. Their approach involves educating individuals in an easy-to-understand manner to remove the mystery from complex concepts such as money management, disability income insurance, and estate conservation. The professionals at the firm aim to provide clarity and confidence by identifying potential roadblocks and uncovering hidden opportunities through data-driven strategies.

Located on Salt Lick Rd, the business is situated near Birdie Hills Road and is a short drive from Trailwoods Park and Fort Zumwalt South High School.

The business maintains thorough and well-documented information online, ensuring that their professional details are easily accessible. Their digital presence is well-optimized, allowing for clear and easy navigation for those seeking financial guidance.

Compass Financial provides dedicated financial planning and investment strategies to help residents in St. Peters prepare for their future.