TRUE COMPASS FINANCIAL, LLC
Financial Services - Lee's Summit, Missouri, United States
TRUE COMPASS FINANCIAL, LLC Employees
Gregory Wozniak
Founder, President and Chief Investment Officer - call (816) 343-8025
TRUE COMPASS FINANCIAL, LLC Senior Management
Gregory Wozniak
Founder, President and Chief Investment Officer - call (816) 343-8025
TRUE COMPASS FINANCIAL, LLC Details
TRUE COMPASS FINANCIAL was founded with the goal of assisting clients in every aspect of their financial lives. Clients truly do come first, and will receive the individual support, resources, and care they expect from a trusted advisor. The goal for each client is to strive to create stability and security in order to provide financial independence.You will experience a professional "hands on" approach to financial advice. You will be focused on a "progress against goals" measurement of success. Where do you want to go (Goal/Dream)? How do we, together, get you there (our plan, and reviewing Progress against Goals)? And a continual reminder of the importance of maintaining a disciplined approach to realizing the Goal/Dream. TRUE COMPASS FINANCIAL works off the principle that education and understanding of one's current financial situation is vital to successfully make prudent decisions concerning one's future financial condition."TRUE COMPASS FINANCIAL is here for "Leading YOU in the Right Direction!" Your Financial Compass is Unique to You. We, together, will determine what the Right Direction is for You." Clients can choose a Fee Based or Commission based relationship. Both will be explained and what is best for the client is the direction in which we will proceed. If you have any questions about your current financial situation, would like a second opinion, or wish to schedule an appointment, send an email to greg.wozniak@truecompassfinc.com or call (816) 343-8025.Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through BEAM Asset Management, LLC., a Registered Investment Advisor. Securities America, Inc., BEAM Asset Management, LLC and TRUE COMPASS FINANCIAL, LLC are separate entities. CHARTERED RETIREMENT PLANNING COUNSELOR and CPRC® are registered service marks of the College for Financial Planning®.
