Life’s next adventure is waiting.
Start planning for your retirement with
Compass Retirement Allies.
Life’s next adventure is waiting.
Start planning for your retirement with
Compass Retirement Allies.
Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.
Compass Retirement Allies is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
Planning Process
Retire with Confidence.
Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.
Events
Learn More and Register.
Join us for an upcoming educational event on timely financial topics. Reserve your seat today.
Team
Read about the advisor and staff and learn the history of the business. See contact information for each person and click to email or call individuals in the business.
John Smith, Founder and President
John Smith is the Founder and President of Compass Retirement Allies, an independent financial advisory firm that is dedicated to guiding individuals through critical financial decisions as they prepare for and live throughout their retirement years.
Smith has more than two decades of experience as a financial professional and provides planning advice in the areas of wealth transition, retirement income, asset protection, and estate transfer. He is a licensed life and health insurance professional in the states of New Jersey, New York, and Pennsylvania. Smith is also an AssetLock®-Equipped advisor and provides personalized investment
communications to his clients via the secured AssetLock App and online dashboard. Smith earned his BS in finance from Rutgers University.
In his spare time, Smith enjoys spending time with his wife, Jane, and their two children, Jessa and June. Smith is a former Lacrosse player and coaches Summit Youth Lacrosse teams.
Caroline Jensen, Office Manager
Caroline Jensen is the Office Manager of Compass Retirement Allies. Jensen is responsible for overseeing the day-to-day office operations, executing company events, scheduling appointments, and helping clients navigate AssetLock®. Prior to her position with Compass Retirement Allies, Jensen worked for a local bank as a marketing associate and helped organize and run various promotions and events. Jenson earned her BA in marketing from Summit Community College.
In her spare time, Caroline enjoys gardening, traveling, and hiking with her husband and two dogs, Betty and Gretta.
Resources
Featured Financial Articles.
5 Tips to Save Money During Back-to-School Season
The back-to-school season can be an expensive affair for families. Purchasing new backpacks, school supplies, clothes, [...]
How Does The SSA Calculate Your Retirement Benefits?
The Social Security Administration (SSA) is a vital agency in the United States that provides financial [...]
Politics, Elections, and Your Retirement Savings
To truly grasp how politics and elections may impact retirement savings, it’s necessary to consider multiple [...]
A Recap: Significant 2024 Retirement Savings Changes
The landscape of retirement savings in the United States is experiencing crucial changes following newly enacted [...]