lportee53

Wealth Advisor

Build and maintain relationships with prospects and referrals with a major focus on acquiring new clients. Source prospective client opportunities by capitalizing on networking and referrals. Provide information/education to clients and prospects about the purpose and details of financial products, services, and…

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August 27th, 2025

August 27th, 2025

We’re excited to introduce the first issue of CCM INSIGHTS, Compass Capital Management’s new newsletter. Our goal is simple: to keep you connected, informed, and inpsired.

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Finding Purpose to Fulfill Your Life

Finding Purpose to Fulfill Your Life

“It is better to be a meaningful specific than a wandering generality in life,” said Zig Ziglar. How right he is about a fulfilled life! As the new year begins, you have an opportunity to begin anew as well. Think about the accomplishments you wish to attain in life. What are some of the biggest challenges you face that are holding you back in life? Make those “speed bumps” of life a smoother surface by facing them head on.

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2025 Predictions

2025 Predictions

Would you be happier if you knew the future? Would you change your method of living if you could predict what would occur in the future? I will reveal, in this article, the secret strategy that we use in our company to predict and realize our future.

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