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A FULL SERVICE PRACTICE

We offer our clients comprehensive and personalized services

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BIBLICALLY RESPONSIBLE INVESTING

Are your investments aligned with your faith and values?

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UNDERSTANDING YOUR FINANCIAL JOURNEY

Regardless of your stage in life, your income or your goals, you need a
financial game plan to effectively and efficiently guide you through your
financial journey. Your monthly income and expenses, paying off debt, building
short-term and long-term savings, and giving all come into play. So how do you
make sense of it all?

You don't go it alone, we can work together to guide you along your financial
journey. 

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Who We Are

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What We Do

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How we can help

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HELPFUL CONTENT


MANAGING YOUR LIFESTYLE

Using smart management to get more of what you want and free up assets to
invest.


UNDERSTANDING HOMEOWNERS INSURANCE

Purchasing homeowners insurance is critical for protecting your home.


SAVING FOR COLLEGE

This calculator can help you estimate how much you should be saving for college.

 
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 * Calculators
 * Presentations
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THE MOST OVERLOOKED ITEM OF ANY HOME IMPROVEMENT

The item most homeowners forget on their home improvement project checklist is
insurance.

DISABILITY AND YOUR FINANCES

In the event of an unforeseen accident or illness, disability insurance may be a
good way to protect your income and savings.

RETIREMENT SEEN THROUGH YOUR EYES

What's your vision of retirement?

TAX RULES WHEN SELLING YOUR HOME

The tax rules governing profits you realize from the sale of your home have
changed in recent years.

YOUR CHANGING DEFINITION OF RISK IN RETIREMENT

A change in your mindset during retirement may drive changes to your portfolio.

DIRECTORS AND OFFICERS LIABILITY INSURANCE

Not only can D&O insurance provide financial protection, but it can help improve
an organization’s decision-making.

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LIFETIME OF EARNINGS

Estimate how much you have the potential to earn during your working years.

ANNUITY COMPARISON

This calculator compares a hypothetical fixed annuity with an account where the
interest is taxed each year.

HISTORICAL INFLATION

This calculator shows how inflation over the years has impacted purchasing
power.

CONTRIBUTING TO AN IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

INTERESTED IN A FUEL EFFICIENT CAR?

Estimate how many months it may take to recover the out-of-pocket costs when
buying a more efficient vehicle.

HOW COMPOUND INTEREST WORKS

Use this calculator to better see the potential impact of compound interest on
an asset.

VIEW ALL CALCULATORS

LONG-TERM-CARE PROTECTION STRATEGIES

The chances of needing long-term care, its cost, and strategies for covering
that cost.

PROTECTING THOSE WHO MATTER MOST

The importance of life insurance, how it works, and how much coverage you need.

MANAGING YOUR LIFESTYLE

Using smart management to get more of what you want and free up assets to
invest.

YOUR CASH FLOW STATEMENT

A presentation about managing money: using it, saving it, and even getting
credit.

AN INSIDE LOOK AT RETIREMENT LIVING

A number of questions and concerns need to be addressed to help you better
prepare for retirement living.

5 SMART INVESTING STRATEGIES

There are some smart strategies that may help you pursue your investment
objectives

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SHOULD YOU EVER RETIRE?

A growing number of Americans are pushing back the age at which they plan to
retire. Or deciding not to retire at all.

SURPRISE! YOU’VE GOT MONEY!

Here’s a quick guide to checking to see if you have unclaimed money.

RIGHTSIZING FOR RETIREMENT

What does your home really cost?

IT WAS THE BEST OF TIMES, IT WAS THE WORST OF TIMES

All about how missing the best market days (or the worst!) might affect your
portfolio.

EXIT STRATEGIES OF THE RICH AND FAMOUS

Estate conservation is too important to put off. Do you have a smart exit
strategy?

SHOULD YOU INVEST IN EXCHANGE TRADED FUNDS?

There are hundreds of ETFs available. Should you invest in them?

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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Compass Investment Advisors, LLC (“RIA”) is a registered investment adviser
located in Summerville, SC. The RIA may only transact business in those states
in which it is registered or qualifies for an exemption or exclusion from
registration requirements. The RIA’s website is limited to the dissemination of
general information pertaining to its advisory services, together with access to
additional investment related information, publications, and links. Accordingly,
the publication of the RIA’s website on the Internet should not be construed by
any consumer and/or prospective client as the RIA’s solicitation to effect, or
attempt to effect transactions in securities, or the rendering of personalized
investment advice for compensation, over the Internet.  Any subsequent, direct
communication by the RIA with a prospective client shall be conducted by a
representation that is either registered or qualifies for an exemption or
exclusion from registration in the state where the prospective client resides. A
copy of the firm’s current written disclosure statement discussing RIA’s
business operations, services, and fees is available at the SEC’s investment
adviser public information website – www.adviserinfo.sec.gov or from the RIA
upon written request. The RIA does not make any representations or warranties as
to the accuracy, timeliness, suitability, completeness, or relevance of any
information prepared by any unaffiliated third party, whether linked to RIA’s
web site or incorporated herein, and takes no responsibility therefor. All such
information is provided solely educational and informational purposes only. 

Investments involve risk and unless otherwise stated, are not guaranteed.  Be
sure to first consult with a qualified financial adviser and or a tax
professional before implementing any investment strategy.  This website and
information therein is not intended to provide investment, tax or legal advice. 

Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice
offered through Compass Investment Advisors, LLC, a Registered Investment
Advisor and separate entity from LPL Financial. 

*Bryan Mise, CRPC®, CKA® does not have a Broker/Dealer relationship with LPL
Financial and only acts as Investment Adviser Representative of the RIA.* 

The LPL Financial representatives associated with this site may discuss and/or
transact securities business only with residents of the following states; AL,
CA, FL, GA, MS, NC, NJ, NY, RI, SC, TX.

Privacy Policy

CONTACT

Compass Investment Advisors, LLC



105 S Cedar Street
Suite D
Summerville, SC 29483

Info@MyInvestingAdvisor.com



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