About Compass Retirement Solutions
<p>For clients who want retirement planning tied closely to Medicare decisions, Compass Retirement Solutions brings financial planning and healthcare timing into the same conversation. The firm is an SEC-registered investment advisor founded in 2013.</p> <p>Headquartered in Creve Coeur in the St. Louis metro area, with an additional office in Atlanta, Compass Retirement Solutions works with individuals and families who are nearing retirement or already retired. Its team of 12 provides wealth management and retirement-focused planning built around forensic financial analysis, custom recommendations, and ongoing check-ins.</p> <p>Support often includes planning for healthcare costs before Medicare eligibility, building retirement income strategies designed for longevity, and managing investment risk. The firm also handles tax planning and estate strategy discussions as part of the overall plan. As a Black-owned business, it brings a range of advisor perspectives to each engagement.</p> <ul> <li>Retirement income strategy design and income stream planning</li> <li>Portfolio analysis and investment risk management</li> <li>Healthcare and Medicare integration planning</li> <li>Tax planning and estate strategy coordination</li> <li>Ongoing progress reviews and plan updates</li> </ul>
Website: https://compassretirementsolutions.com/
Founded: 2013
Employees: 12
Office Locations
- Creve Coeur, MO (Headquarters)
- Atlanta, GA
Accreditations & Certifications
- CFP®
Team Members
- Will Henderson, Appointment Coordinator
- Miyoshia Williams, Director of Integrations
- Airionne Solanke, CFP® Compliance & Client Engagement Manager
- Octavia Jackson, Operations Manager
- Stephen Chanez, CFP® Relationship Advisor
- Tamara Dickerson, Financial Advisor
- Devin Riley, Financial Advisor
- Ronald Devries, Advisor