Compass Financial Group

Compass Financial Group

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Welcome to Compass Financial Group! We specialize in guiding San Antonio-area federal employees through the retirement planning process. Get in touch today!

We specialize in working with Federal & Government employees because of their unique planning needs, helping to balance their exceptional government benefits with the rest of their, sometimes, complex financial picture. As the only FedImpact educated advisory in San Antonio, our expertise uniquely equips us to help you maximize your federal benefits and navigate the path to a worry-free retirement

College Tuition or Retirement Confidence? How About Both? 09/08/2026

Can you pay for your child’s college tuition while keeping your retirement on track? Yes! Check out our blog to learn more.

College Tuition or Retirement Confidence? How About Both? You’ve worked hard to build a stable life for your family, and as your child nears high school graduation, it’s natural to want to extend that stability by helping them pursue higher education. Yet beneath the pride and excitement,

5 FEHB Premium Questions Federal Employees Have Going into Retirement - FedImpact - Federal Retirement Training CSRS/FERS 08/31/2026

Don't let health insurance costs surprise you in retirement— check out this blog to discover the answers to 5 critical questions about your FEHB premiums so you can step into your federal retirement with confidence.

5 FEHB Premium Questions Federal Employees Have Going into Retirement - FedImpact - Federal Retirement Training CSRS/FERS Similar to all of your benefits, you likely have questions about what changes with your FEHB coverage when you retire. Here we will cover 5 FEHB premium questions feds have going into retirement.

5 FEHB Premium Questions Federal Employees Have Going into Retirement - Compass Financial Group 08/31/2026

Heading into retirement with FEHB? The government still covers 72% of your premium, but tax changes and Medicare rules mean your out-of-pocket costs could still shift.

Check out the full blog here:

5 FEHB Premium Questions Federal Employees Have Going into Retirement - Compass Financial Group The Federal Employee Health Benefit (FEHB) program is the health insurance program for federal employees—the world's largest employer-sponsored group health insurance program, covering more than 9 million people. And like most health insurance programs offered by an employer, premiums have to be p...

Pros and Cons of Keeping Your Assets in Your Retirement Accounts 08/31/2026

As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. Do you leave them where they are, or try out different financial vehicles? Let’s take a look at some options in this week’s blog.

Pros and Cons of Keeping Your Assets in Your Retirement Accounts As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. You’ve probably accumulated a significant sum for retirement, but how do you put that sum

7 Books About Money to Enlighten and Entertain 08/24/2026

Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list!

7 Books About Money to Enlighten and Entertain Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list! Planet Money: A Guide to the Economic Forces That Shape Your Life

Managing Market Volatility: How Gen X and Baby Boomers Navigate Shifting Financial Landscapes 08/17/2026

Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. Gen X-ers and Baby Boomers are going to approach shifting markets with different investment management strategies. Let’s take a look at both.

Managing Market Volatility: How Gen X and Baby Boomers Navigate Shifting Financial Landscapes Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. For members of Gen X who are currently in their peak earning years

Inflation’s Impact on Your Retirement 08/10/2026

Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. Let’s take a look at how inflation can affect your retirement plan in this week’s blog.

Inflation’s Impact on Your Retirement Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. While market volatility often captures the headlines, the gradual rise in the cost of goods and services acts as a constant force that can erode

Celebrating National Investors Month: Long-Term Retirement Investing Basics for Pre-Retirees 08/03/2026

August is National Investors Month and a great time to review financial habits and look closely at your long-term retirement plans. Check out our blog for ideas to consider as you evaluate your investment plans and retirement portfolios.

Celebrating National Investors Month: Long-Term Retirement Investing Basics for Pre-Retirees August marks National Investors Month, with August 14, 2026, being National Financial Awareness Day. This is an important time to review financial habits and look closely at long-term retirement plans. If you’re one of the millions of

A Hidden Retirement Risk: The Cost of Avoiding Healthcare and Long-Term Care Planning 07/27/2026

Does your retirement plan include healthcare and long-term care costs? The earlier you make a plan for it, the better!

A Hidden Retirement Risk: The Cost of Avoiding Healthcare and Long-Term Care Planning For many Americans approaching retirement, the focus is often on investment balances, Social Security timing, and creating reliable income streams. And those things are important! But there is a financial retirement risk that can

The Longevity Challenge: How Living Longer Will Impact Your Retirement - Compass Financial Group 07/27/2026

While inflation is a major concern, living longer can actually have a much bigger impact on how far your retirement savings will stretch. Read our latest blog to learn how longevity planning can help protect your future!

The Longevity Challenge: How Living Longer Will Impact Your Retirement - Compass Financial Group Given today's ongoing inflation and continued rising costs, many Americans worry they may not have put away enough money for retirement. They fear that sharp increases in food and energy prices and transportation and medical care costs could significantly affect their retirement savings. Yet there.....

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Location

Address


16414 San Pedro Avenue, Suite #520
San Antonio, TX
78232

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm