Compass Asset Management Group, while primarily recognized as a financial planning firm, also offers a suite of services that directly support individuals and families in the Social Services sector. With a strong commitment to improving long-term well-being, the organization provides specialized financial guidance for seniors, individuals with disabilities, and families navigating life transitions. Their services are tailored to assist with elder care financial planning, estate and trust management, and strategies designed to protect and preserve assets for those facing medical or long-term care needs.

Compass AMG stands out for their compassionate, education-based approach, helping clients understand complex financial systems such as Medicaid, Social Security, and long-term care funding. The team often works in collaboration with caregivers, attorneys, and health professionals to develop comprehensive financial care plans. As part of their community involvement, Compass facilitates workshops on financial literacy for aging populations and caregiver support. Their expertise in the intersection of finance and social support services makes them a trusted ally for families seeking peace of mind during life’s most challenging moments.

Key Services:

– Elder care financial planning
– Special needs trust and estate planning
– Asset protection strategies for long-term care
– Medicaid planning and application support
– Caregiver financial education and workshops
– Financial strategies for individuals with disabilities
– Trustee and fiduciary financial consulting
– Social Security and Medicare financial navigation