Compass Financial is a boutique wealth solutions firm based in the Charleston, SC area with a strategic focus on creating tax-efficient retirements. 

Owned and operated by Karen Stawicki and her daughter Samantha Irish, Compass Financial helps clients around the world understand what they need to achieve their unique financial goals, stay aligned with their distinct course, and ultimately accomplish their retirement goals. 

Comprised of independent financial professionals, Compass Financial sets a new standard for client care with high-touch concierge service, a signature approach, combined 50+ years of experience, and dedication to empowering you to help maximize your financial potential. 

Our approach is simple. For each and every client, we help educate you on a full understanding of what you currently have, how much you need to retire, and where each tactic belongs on the map to your financial success and retirement goals.  
 
Beginning with the end in mind, we are committed to providing you financial confidence in the following areas:
 
✔️  TAX MITIGATION STRATEGIES
✔️  SAFE MONEY STRATEGIES
✔️  WEALTH PROTECTION
✔️  INSURANCE STRATEGIES
✔️  SOCIAL SECURITY STRATEGIES
✔️  BUSINESS SOLUTIONS

Let Compass Financial help you navigate your wealth. 

DISCLOSURE
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs & objectives, & do not offer tax or legal advice. Any references to protection benefits or steady and reliable income streams on this page refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges & holding periods which vary by insurance company. Annuities are not FDIC insured.

Compass Financial - Navigate Your Wealth

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