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Retirement 

Planning Experts

Are you ready to take the next step?

 

Service

AREAS

"Retire with confidence, clarity and comfort. It's what you deserve."
-Jimmy J. Williams

RETIREMENT PLANNING

Your goals, dreams and objectives are the focus for our proprietary process, The LifePlan Solution™, to guide you to the life you wish to lead. 

FINANCIAL PLANNING

As fiduciaries, we place your interest ahead of our own to help you navigate the rough terrain of life. We offer our clients annual financial planning strategies that consider your current and future needs. 

INVESTMENT PLANNING

By focusing on your needs and desires, we assist you by researching, creating and maintaining your assets in a manner that drives predictable outcomes for your family.

ESTATE PLANNING

You have worked hard and provided for your family. Why not plan your future with the same discipline?

 

OUR VISION

INTEGRITY | CONFIDENCE | RELIABILITY | KINDNESS

By focusing on the unique needs and challenges of medical providers, entrepreneurs, corporate executives, administrators and educators, we developed a process that allows us to be intuitive to these career specialists.  You can expect a comprehensive approach to your planning needs delivered in an efficient and effective manner by our team of professionals. 

 

Our philosophy is that an ever-changing world demands vigilance and focus from your wealth advisors to keep your family secure for today and the future.  Every step of our process is designed to meet your needs and exceed your expectations.

 

Your family deserves dedicated professionals that place your interest above their own.  As Certified Public Accountants and CERTIFIED FINANCIAL PLANNER™ professionals, your future will not simply be a dream but a reality.

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OUR TEAM

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JIMMY J. WILLIAMS

CPA/PFS, CFP®

CEO / President

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LEANN LEWIS

Chief Operations Officer

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AMY COTTON

Client Relationship Manager

Executive Assistant

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SHELBY HEFLIN

Financial Planning Assistant

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ASHLEY STIEB 

Director of Marketing

COMPASS CAPITAL MANAGEMENT
BLOG AND PODCAST

Read and listen to the latest news featuring Jimmy Williams, Compass Capital Management and our partners.​

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Contact

Us Today

McAlester OFFICE

321 S 3rd Street, Suite 4

McAlester, OK 74501

Email: info@compasscapitalmgt.com

Tel:  918-423-3222 Fax: 918-423-3231 

Hours: Mon-Thur 8:30 AM- 5:00 PM

              Fri 8:30 AM - 12:00 PM

Click Here to Find Us

TULSA OFFICE

7633 East 63rd Place, Suite 300

Tulsa, OK 74133

Email: info@compasscapitalmgt.com

Tel:  918-459-4530 Fax: 918-423-3231

Hours: Mon-Fri By Appointment 

Click Here to Find Us

For any general inquiries, please fill in the following contact form:

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