The Compass Group

Financial Direction for Your Future

Securities offered through American General Securities Incorporated, (AGSI), member FINRA/SIPC. 2727 Allen Parkway Ste 290, Houston, TX 77019. 800/247-4669. Member American International Group, Inc. AGSI does not give tax or legal advice. The Compass Group is a separate entity from any member of American International Group, Inc. We hold licenses to sell securities in the following states: AZ, CA, CO, FL, IA, ID, IL, KS, MI, MN, MO, NC, ND, NE, NV, OK, SD, TX, UT, and WI. We hold insurance licenses in AZ, CA (#OD11374), IA, IL, KS, MN, MO, NC, ND, NE, NV, SD, and WI.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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The Coming Retirement Boom

In 2008, a new era will dawn that economists and policymakers have been anticipating for years with a mixture of curiosity and trepidation: baby boomers will begin turning 62, ushering in an unprecedented long-term shift in the balance between working and retired Americans.

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

Are the Times A-Changin'?

As the election year rolls along, Americans are facing an uncertain future and an election that could be the harbinger of great change.

World of Opportunity

It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.

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