Are you dreaming of retiring early, with plenty of time to enjoy the fruits of your hard work? Gain access to insights on tax planning, estate strategies, and ways to maintain your lifestyle without a paycheck.
We blend financial tools with timeless wisdom to provide you with solutions that are as enduring as they are effective.
Focusing on your dream retirement with a personalized roadmap that will guide you on the right path, with clear milestones and actionable steps to guide you every step of the way.
Dive deep into your investments with a portfolio analysis to understand the strengths and weaknesses of your current assets and how they align with your financial goals.
Transform insights into action with a strategic implementation that aligns with your financial objectives, we strive to make each investment move, calculated and purposeful.
Engage in advanced planning discussions that explore sophisticated strategies to fortify your financial future against taxes, inflation, and unforeseen circumstances.
We will have progress reviews and maintenance of the portfolios to help with your life’s changes and market shifts
Unlock strategies that may help you in tax planning. By minimizing taxes smartly, you’ll boost your savings, optimize your income, and enjoy a brighter financial future during retirement – all in a straightforward and accessible way.
My FREE Books, "Retire Early", 10-Step Layoff Survival Guide and "Mistake Free Retirement" reveals the 9 critical decisions when retiring. There's absolutely NO COST, and we even cover shipping!
Marvin has dedicated his career to helping those in or near retirement with their retirement portfolio. He believes in safety first, keeping it simple while aiming for 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.
Marvin can be heard weekly hosting his financial and economic radio talk show, “Rethinking Retirement” on NewsTalk 97.1 FM (Paid Advertisement), and seen hosting Four on 4 – Your Retirement on News Channel 4 (Paid Advertisement)*.
