Our mission is to inspire our clients to make informed financial decisions through ample information, clear communication and excellent customer service, all while exceeding their expectations. Compass Retirement Solutions helps friends and neighbors throughout the greater St. Louis area work toward their financial goals through the use of insurance and investment products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.
Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies. With Compass Retirement Solutions, helping you meet your financial needs is our first priority.
It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.
Schedule a complimentary consultation
Contact us at [email protected] or call us at 314.373.1598 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.
Marvin has dedicated his career to helping those in or near retirement protect their retirement portfolio. He believes in safety first, keeping it simple while earning a reasonable rate of return.
A St. Louis native, Mitchell is passionate about giving back to his local community. He and his team at Compass Retirement Solutions spend extra hours volunteering, donating college scholarship money for lower-income students and contributing to breast cancer awareness and education.
Mitchell served as vice president of leadership development for Urban League Young Professionals of St. Louis and is a former board member of United4Children. In 2016, he received the Salute to Business Excellence Award as voted by the St. Louis American Newspaper. Also in 2016, Marvin was an honored recipient of the St. Louis County NAACP Distinguished Legacy Award.
It’s never too late to take the first step or get a second opinion.
Compass Retirement Solutions’ mission is to inspire our clients to make informed financial decisions through ample information, clear communication and excellent customer service, all while exceeding their expectations. Our primary areas of focus include retirement income strategies, wealth management and conservative retirement planning.
It is important to feel you have control over your future. At Compass Retirement Solutions, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.
At Compass Retirement Solutions, we hold informational webinars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a webinar, feel free to schedule a one-on-one, no-obligation meeting.
Retirement Planning Kit
Our helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!