We help you to manage your personal finances, insurance, risk and asset management strategies, and tax, retirement and estate planning.  Prudent Investment Information | The mission of Financial Compass Investment Services is to coach every individual to achieve peace of mind with their investments. Can you answer “Yes” to ALL of the 20 Must-Answer Questions?  If you can, you will be on your way to a high level of peace of mind with your financial investments. Visit TimRosen.TV for details, as well as helpful Videos, Articles and Links.  An investment coach is a financial professional who goes beyond typical financial planning and advice to help you identify your investment philosophy, understand your investment strategy, and provide discipline throughout your investment experience. A coach will not only help you identify the right strategy, but will help you stay disciplined so that you can keep your investments on track thus achieving the results you want. Take the “Investor Quiz” located on this website. If you can’t answer yes to the questions listed, an Investor Coach will work diligently to help you answer all the questions. If your current planner is not helping you seek answers to these important questions, then it might be time for a second opinion on your investments. Please call us directly at 661-855-9168 for a complimentary consultation. At Financial Compass Investment Services Inc, we believe that all investors should be encouraged to increase their knowledge of investing. As a result, we offer clients the opportunity to attend regularly scheduled workshops. We call this education process the Investor Coaching Series. We also provide clients with a Life Coaching Series. These workshops are designed to help clients focus more on the personal aspects of their life and family. If your current planner is not helping you seek answers to these important questions, then it might be time for a second opinion on your investments. Please call us directly at 661-855-9168 for a complimentary consultation. You may also follow us on Twitter, or viw any of our social links above.  We also offer a Free Investor Awareness Guide.  Sign up on any page of our site!

Why We Don’t Save, And How to Change That!

October 2, 2015
According to the Federal Reserve’s Report on the Economic Well-Being of U.S. Households in 2014, 47% of households indicate that they would have great difficulty handing an unexpected $400 expense.[1] No one likes unexpected expenses. There are plenty of other things we could enjoy allocating that money towards. But this report points to an even bigger concern. If many households are ...

What is the Best Way to Save for Retirement?

June 30, 2015
  I get asked that question frequently, and it’s an important question. Consider the person who is determined to set aside for retirement and disciplines him or herself to continue investing hard earned money all throughout their career. At the time they wish to retire, they discover that they had not accumulated enough, suffered an enormous (and unnecessary) loss, or ...


January 22, 2015
  It’s understandable why the age of 65 has been synonymous with retirement. For decades men and women have pressed toward that mark in order to receive “Full Retirement Benefits” from Social Security. With that guaranteed monthly income for life now flowing in, many folks call it quits and can begin Retirement. Let’s look at a simplified definition of retirement: ...

Great Clip- Don’t Fall For False Patterns

December 3, 2013

What Fixed Income Should Do For Your Portfolio

August 1, 2013
As the U.S. markets are enjoying growth and “High Points” the speculators and certain talking heads are beginning to promote their “plays”- get out of U.S. stocks while they are up and buy “Fixed income.” If you’ve been reading my e-mails and taking my coaching for any length of time, you will be able to recognize this as Speculating and ...

Time to Retire the 401(k)?

July 23, 2013
  If this is helpful, please share with others, leave a comment on the YouTube page!

The Pitfalls of 401(k)s and How to Avoid Them! Pt 1

May 15, 2013
    Let’s start with the positives of the 401(k) plan before we get into the Pitfalls. Number One, once you set up the plan your contributions are automatic; you do not have to think. You can view this as “forced discipline.” Number Two, there may be a Company match; you make a contribution and they match your contribution , typically ...

The “Skinny” on the Fiscal Cliff

January 3, 2013
    With a few choice terms, Politicians and the media have struck fear in the hearts of Americans. Learn what’s “Behind the curtain”

Real Economic Recovery

October 24, 2012
From his involvement in Proposition 13 in California, to serving on Reagan’s Economic Policy Advisory Board and advising Prime Minister Margaret Thatcher, Art Laffer is well respected economist who explains here what is needed for our country’s economic recovery.


September 13, 2012
“All Roads Lead to Gold”?

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