FAQs

Joe Stassi, AIF®, is the founder of Compass Plan Wealth Strategies and a financial consultant registered through LPL Financial. With over 31 years of experience, Joe has helped individuals, families, and business owners navigate every stage of their financial lives. His disciplined, fiduciary approach focuses on personalized financial planning, risk-managed investment strategies, and clear, ongoing communication.

Joe works with individuals, families, and business owners who are focused on building, preserving, or distributing wealth. Whether you are growing your assets, preparing for retirement, or managing income in retirement, Joe provides tailored guidance designed to align with your financial goals and lifestyle.

Compass Plan Wealth Strategies offers comprehensive financial and investment planning, including:

• Cash flow and budgeting strategies
• Portfolio design and performance monitoring
• Tax-smart planning and Roth strategies
• Estate and legacy planning
• Risk management and insurance guidance
• Social Security and Medicare planning
• Business owner and executive wealth planning
• Education and family wealth strategies

Each plan is customized to help you make confident decisions and stay on track toward your long-term objectives.
 

Joe believes financial planning should reflect your goals, time horizon, and comfort with risk. Every investment strategy is built with discipline, transparency, and a focus on managing risk while pursuing growth. Joe emphasizes clear communication and long-term relationships, helping you stay informed about your investment strategy and how it aligns with your financial goals.

Compass Plan operates under an asset-based advisory fee model, meaning the cost of your plan is tied to the value of your managed investments, which also includes ongoing planning services. This transparent structure aligns Joe’s success with yours. When your portfolio grows, you both benefit.

Yes. Joe acts as a fiduciary when managing Strategic Asset Management portfolios, meaning he is legally and ethically obligated to act in your best interest at all times. Every recommendation is made with your goals, priorities, and financial well-being in mind.

Yes. To make financial planning convenient and accessible, Compass Plan offers virtual meetings for clients across the country. Whether you prefer phone calls, video conferences, or secure digital communication, Joe provides flexible options to fit your schedule.

Joe begins by getting to know your financial goals, time horizon, and tolerance for risk. Based on that foundation, he builds a diversified investment strategy that seeks to balance growth potential with a focus on managing downside risk. Portfolios are monitored and adjusted as market conditions and your life circumstances evolve.

Joe’s approach combines over three decades of experience, a fiduciary standard of care, and personalized attention. Clients appreciate his clarity, responsiveness, and transparency, knowing their plan is not only tailored but actively managed as life changes to build confidence in your financial future.