Services

Our financial services are centered on a customized financial plan, which we create based on your unique needs. We determine where you’re starting from, get to know your long-term goals, then chart the course to help you get there. This financial plan forms the basis for our other services and every financial recommendation we make, while giving you a clear picture of how you can progress towards your goals.

Do you have enough money to retire? Will you run out of money during your retirement? How can you ensure consistent monthly income after you retire? The retirement planning professionals at Compton Financial Group can help you to answer these questions and create a customized plan to help you reach your retirement goals. We’ll help you retire your way, on your timeline, with total confidence in your financial future.

Proper investing can help to accelerate the growth of your wealth and drive you towards your goals more quickly. We build customized investment portfolios based on your individual time horizon, goals, risk tolerance, and more, with an aim at preserving what you’ve earned and promoting steady, long- term growth. As markets and your own life and personal goals change, we’ll adapt your investments to ensure you stay on track year after year.

Good financial planning isn’t just about what you earn—it’s about what you keep. That’s why we pride ourselves on creating tax-efficient strategies for all aspects of your financial plan. From managing your investments to minimize capital gains tax exposure, to distributing your retirement income in the most tax-efficient way possible, we help you keep more in your pocket so you can reach your goals that much more quickly.

What legacy will you leave behind? Compton Financial Group helps you to plan for your heirs and meet your legacy goals, so you can have peace of mind that your loved ones will be provided for after you’re gone. Whether you want to gift some of your estate to your heirs during your lifetime, leave a certain amount to them when you pass, or give a bulk of your estate to charity, we can help you plan for your estate and leave the legacy you deserve.