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Retirement 

Planning Experts

Are you ready to take the next step?

Due to the current COVID-19 situation,
we have temporarily made changes to some of our policies and procedures. Click the link below or call our office to stay up to date about what we are doing to keep you, your family, and our team safe during these uncertain times.
COVID-19 Information
 

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.

Group of Senior Retirement Friends Happi

COMPASS CAPITAL MANAGEMENT

IN THE NEWS

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

 
 

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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CONTACT

Compass Capital Management, LLC

Office: (918) 423-3222

Fax: (918) 423-3231

321 S 3rd Street

Suite 4

McAlester, OK 74501

info@compasscapitalmgt.com

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. 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.

 

Securities offered through Cambridge Investment Research, Inc., a registered broker-dealer and member of FINRA/SIPC. Investment advisory services offered through Compass Capital Management, LLC, a registered investment advisor not affiliated with Cambridge Investment Research, Inc. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DE, IA, KS, MA, MO, OH, OK and TX. No offers may be made or accepted from any resident outside the specific states referenced.

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