Schaumburg’s Best Retirement Planning Company

Retirement planning in Schaumburg, IL

Retirement Planning Company Located in Schaumburg, IL

After working hard for so many years, you want to be able to enjoy your golden years in comfort. The best time to start planning for your retirement is right now. You can lock in your financial security for your older years by planning ahead.

Our company’s experience in all areas of finance – from investing to taxes – gives us a wide spectrum of knowledge. We use all our insights to help set you up with an effective retirement plan that is tailored to your unique goals and needs. We set you up with a strategy that ensures you have the savings you need to retire with the lifestyle you desire, whether you stay in Schaumburg or decide to move to Florida.

Retire in Comfort

You want to ensure that you have the financial resources to retire with your desired lifestyle. We take the time to understand what type of lifestyle it is and calculate how to ensure you achieve it.

We provide you with professional guidance that will create a resilient investment strategy and empower you to retire in comfort. Every person has a different goal for their retirement, and therefore, you need a different plan from everyone else. Our retirement advisors take the time to get to know you, your family, your personal circumstances, and what you would like to enjoy in your retirement so that we can create a tailored retirement plan that ensures you fulfill all your golden year dreams.

Retire in comfort
Retirement planning you can trust

Retirement Planning You Can Trust

Everyone is different. Your age, life circumstances, financial stability, tax situation, retirement goals, risks, resources, and more are different from those around you.

We never dish out a one-size-fits-all strategy, and when you come to Compass, you know you are getting retirement planning from a company built on trust.

Retirement can mean different things to different people and can make up decades of your life. To create a successful plan, we consider risk and never lose sight of how hard you work for your money. We care for your retirement as if it were our family and never put your money in a situation that could be considered too risky.

Secure Your Retirement Starting Today

Our retirement planning services are designed to help you retire with the lifestyle you desire. Our company keeps things simple and allows you to have control and visibility of your retirement. Some of the main retirement services we provide include:

Debt Reduction

Debt Reduction

We have retirement strategies for debt reduction, budgeting, saving, and investing for our clients currently living in Schaumburg, IL.

Pension planning


Pension planning is an employee benefit plan set or maintained by an employer, a union, or both to provide retirement income or defers income until termination of employment or beyond.

Healthcare savings accounts


Health savings accounts and health care options mean you will be able to afford medical care in the event you become ill.

Customers Come First At Compass

Compass is part of the local Schaumburg community. We are located inside BMO Harris Bank on the second floor if you have problems finding us. We take the time to get to know you and put your needs first. We are able to quickly adapt our recommendations for retirement planning based on your personal needs and provide you with support in making decisions throughout your life.