Whitney Roberts's Contact Details

Whitney Roberts's Company Details

Compass Wealth Group, LLC

Spring Hill, Florida, United States • 3 Employees
Financial Services

We bring a holistic financial planning perspective to our clients. We analyze your cash flow, tax implications, risk appetite, your goals and objectives, Medicare factors and spousal and heir considerations. We serve as a one stop financial stop for our clients' needs. Our sister company offers full service tax and accounting services, which provides our clients a first-hand view of the tax implications they may encounter- No more are the days when your advisor refers you to your tax professional. When you're a Compass Wealth Group client you have direct access to your tax preparer in the same office.