skip to main content
Main Menu
COMPASS FINANCIAL STRATEGIES, LLC Logo
  • About Us
    • My Background
      • Our Team
      • Products & Services
        • For Professional Advisors
          • Business Solutions
            • Advanced Planning Resources
              • Products
                • Our Services
                • Resources
                  • Life Stages
                    • Calculators
                      • Articles
                        • Tax Resources
                          • Videos
                          • Account Access
                            • NYL Online Account
                              • NYLIFE Securities
                                • MainStay Mutual Funds
                                  My Background

                                My Background

                                At Compass Financial Strategies LLC, we sincerely believe that most people want to do what’s right: right for themselves, right for their families, and right for their communities. In fact, that’s one of the reasons we created this firm back in 2013. After three years working for someone else, we wanted the opportunity to control our own destiny, and to do what we thought was in the best interest of our clients.

                                You can take comfort in the fact that we have been a part of this community for fifty years, and therefore have a vested interest in seeing our friends and neighbors succeed. In fact, we probably have many of the same hopes and aspirations as you, and will be happy to share all the resources and information our firm has to offer.

                                Depending on your needs, we can introduce you to some proven, dependable ways to help protect your family’s lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you’re wondering about our qualifications, you may find it reassuring to know that my team and I have seven years of experience in the insurance and financial services industry.

                                Of course, our background isn’t really the one that matters. we've found that getting to know our clients – their hopes, dreams and goals for the future – is far more important. So if you’re looking for someone who's ready to put their expertise and experience to work for you, please let us know.

                                Disclosure

                                Don Joe is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AL, CA (CA Insurance License #0M99183), FL, LA, MI, MS, NY, PA, TN, and TX. No insurance business may be conducted outside the states referenced.

                                As a New York Life Agent, Don Joe is licensed and authorized to offer insurance in California, but COMPASS FINANCIAL STRATEGIES, LLC may not be. For additional information on California licensure status, please click here.

                                Don Joe is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 303 Cotton Row Ste 103, Cleveland, MS, 38732, 662-402-8616. In this regard, this communication is strictly intended for individuals residing in the states of MS, PA, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

                                COMPASS FINANCIAL STRATEGIES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                                Neither COMPASS FINANCIAL STRATEGIES, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                                For more information about NYLIFE Securities LLC and its investment professionals.

                                Click here
                                COMPASS FINANCIAL STRATEGIES, LLC Logo

                                Connect on Social

                                Linkedin
                                • About Us
                                  • My Background
                                    • Our Team
                                    • Products & Services
                                      • For Professional Advisors
                                        • Business Solutions
                                          • Advanced Planning Resources
                                            • Products
                                              • Our Services
                                              • Resources
                                                • Life Stages
                                                  • Calculators
                                                    • Articles
                                                      • Tax Resources
                                                        • Videos
                                                        • Account Access
                                                          • NYL Online Account
                                                            • NYLIFE Securities
                                                              • MainStay Mutual Funds
                                                              • Contact Us

                                                                Copyright . New York Life Insurance Company. All Rights Reserved.

                                                                Privacy Policy

                                                                NYLIFE Securities LLC, Member FINRA/SIPC.

                                                                For additional information, visit Customer Relationship Summary.pdf

                                                                Your Privacy Choices