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ChFC (Chartered Financial Consultant) A financial planning designation awarded by the American College of Bryn Mawr Pa ChFC's must meet experience requirements and pass 10 exams covering finance and investing.  Must have at least 3 years experience in the financial industry and have studied and passed an examination on the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

We assist clients in developing plans for long term goals whether it is saving for retirement, establishing an investment plan for a child's education, initiating a retirement plan for a business (401k, Simple IRA,SEP IRA) or just setting aside money for the proverbial rainy day.  Our professionals have worked with clients for over 20 years in helping them attain their particular goals.

Things to consider in the financial planning process:

• Where are you now?
• Where do you want to be financially?
• How many years do you have to attain this goal?
• How much will it cost you to attain this goal?
• Do you have a set plan?

We not only work with individuals and companies in setting up plans but we help monitor their success along the way.  Goal setting is important but this is just the beginning one must have a plan that is focused, flexible and adaptable to real life situations that might arise over the years.  Even though individuals are ultimately accountable for attaining their particular goal, a strong investment team increases the probability of success.

Segreve & Hall and Compass Financial Services Group, strive to create and environment where everyone benefits from working as a team.  We do not believe in one party benefiting at the expense of another, we try to develop relationships that are beneficial to all parties involved.

Through Compass Financial Services

Mutual Funds                                 IRA's

401K's                                            529 Plans

Annuity                                          Pension Plans

Disability                                        Life

Long Term Care                            Group Dental           

Group Medical                               Contact us: MSegreve@Msegrevecompassfinancial.com 

Compass Financial Services

Michael L. Segreve ChFC

Securities License: Series 6/63/65              Insurance License: P&C/Life/Health

Securities and Investment Advisory Services offered through a representative of Woodbury Financial Services Inc. P O Box 64284 St. Paul Minnesota 55164 (800)-800-2000 Member FINRA,SPIC,a Registered Investment Adviser