Retirement & Comprehensive Solutions

Guiding Your Future with Experience, Strategy, & Local Insight

At Compass Insurance Advisors Group Benefits, we know that financial protection is about more than just insurance policies — it’s about building long-term security for you, your family, and your employees. We’re here to help you navigate your next chapter with clarity and confidence.

We also offer retirement planning and benefits packages in Logan, UT and all of the Western United States – including Utah, Idaho, Arizona, Colorado, Wyoming, Texas, New Mexico that are tailored to businesses with comprehensive insurance strategy consultation that brings all the pieces of your financial life together. And with three and a half decades of industry experience — financial and otherwise — we’re committed to helping our clients make smart decisions that lead to lasting peace of mind.

Retirement Planning That Aligns with Your Life

Retirement should be a time of security, not stress. Whether you’re approaching retirement or just starting to think about it, we’re here to help you create a plan that supports your goals, matches your risk tolerance, and considers every stage of life. We offer personalized guidance on:

  • Individual Retirement Accounts (IRAs)
  • Roth IRAs
  • 401(k) rollovers and optimization
  • Indexed Universal Life (IUL) policies with retirement benefits
  • Employer-sponsored retirement packages for small and mid-size businesses

Our local team will help you evaluate what retirement really looks like for you. We tailor every plan to match your income needs, tax goals, and long-term vision.

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Employer-Sponsored Retirement Packages

For business owners, offering retirement benefits is one of the most effective ways to retain top talent. We help companies design and manage retirement and financial wellness packages that employees truly value — without overwhelming you with administrative complexity. Our solutions include:

  • 401(k) and SIMPLE IRA setup and management
  • Group life and disability insurance as retirement complements
  • Access to IUL-based retirement options
  • Contribution planning and compliance education
  • Ongoing employee education and enrollment support

You don’t have to figure it out on your own. We’ll walk you through every option and ensure your business is set up for success, both financially and culturally.

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Comprehensive Insurance Strategy Consultation

Retirement is just one piece of your larger financial puzzle. At Compass, we offer comprehensive insurance strategy consultation, that helps you see the full picture — from health and life insurance to supplemental coverage, income protection, and long-term planning. We sit down with employers to:

  • Review current insurance coverage
  • Identify gaps in protection
  • Explore supplemental plans to fill those gaps
  • Align coverage with short- and long-term goals
  • Integrate insurance into retirement and wealth-building strategies

We believe that no one should feel lost when it comes to financial planning. Our advisors break down the complex, help you see your options clearly, and work with you to build a strategy that truly works for your life.

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Why Clients Trust Compass

Choosing an insurance and retirement advisor isn’t just about getting a policy — it’s about choosing someone you can count on. That’s why so many families, professionals, and business owners rely on us for guidance they can trust. Here’s why:

  • Customized Planning: Every client is different. We take time to listen to your goals and build strategies around what matters to you.
  • No-Cost Consultations: We don’t charge for initial consultations, and there’s never any obligation.
  • Complete Support: From setup to annual reviews, we’re here every step of the way.
  • Experienced Advisors: With over 42 years in the insurance and benefits space, we know how to solve problems, reduce risk, and plan ahead.

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Frequently Asked Questions

What’s the benefit of using Compass for retirement planning instead of a traditional investment firm?

We offer a personalized, insurance-integrated approach that focuses on both income and protection. We’re not here to sell products — we’re here to build long-term strategies that make sense for your full financial picture.

What is an IUL, and how does it work for retirement?

An Indexed Universal Life (IUL) policy offers life insurance coverage while building tax-advantaged cash value that can be used for retirement income. It offers flexibility and growth potential without the risk of market losses.

How do I get started?

Just reach out for a free consultation. We’ll sit down, learn more about your goals, and walk you through options at your pace.

Let’s Build a Plan That Grows with You

Your future deserves a thoughtful strategy — and that’s exactly what we offer at Compass Insurance Advisors Group Benefits. Regardless of whether you’re mapping out your retirement, refining your benefits as a business owner, or just simply seeking clarity around your financial protection, we’re here with guidance that’s local, reliable, and completely focused on you. We’ve also helped countless businesses create security that lasts. So just reach out today for your free consultation, and let’s build a plan that grows with you — each and every step of the way.

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