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Jimmy Williams

Compass Capital Management, LLC
Financial Planning

Contact Information:

Tulsa, OK 74133
United States

Years in Business:

 

25

Clients I'm Seeking:

 

Entrepreneurs and self-employed individuals/families that seek a proactive approach to retirement planning and business succession.

About My Business:

 

My strengths are providing clients direction, creativity and confidence through my skills as a Certified Financial Planner practitioner and CPA. At Compass Capital Management, LLC we believe that your wealth is not solely determined by your money or your assets. Our team considers all important aspects of your life when preparing your LifePlan Solution™. Tax planning, risk management, estate planning, college funding and investment management are all coordinated into our client’s financial plans using independent advice under one personal advisor.

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