Our Services

Real world solutions to real world needs. In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.

I prefer to take a measured, thoughtful approach—one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.

Step 1:

Everyone is different, so it's important for me to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more I get to know about you, the more insightful my recommendations and advice will be.

Step 2:

Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges—like paying off your mortgage or retiring early—can be accomplished.

Step 3:

Next, depending on our relationship,* I can identify and offer some insurance and financial products to help you meet your goals and needs. I can even consult with your tax and legal advisors to make sure our efforts fit in with your overall plans.

I'll provide ongoing service as your needs and situation change over time. I'll work with you over the years to help keep your program on track with your changing needs.

*As a financial advisor with Eagle Strategies LLC, I can offer fee-based investment advisory services, while as an agent with New York Life Insurance Company and registered representative with NYLIFE Securities LLC, I can offer commission-based product sales. Clients can choose to do business with me for the advisory services only, or to implement product sales, or for both.

Protect your family - now and into the future.

Tell me a bit about yourself, and I will call you to discuss a personalized strategy. 

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Disclosure

David Compas is an agent of and 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 AR (AR Insurance License #6984410), CA (CA Insurance License #0H03716), MN, and TX. No insurance business may be conducted outside the states referenced.

David Compas 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, 5231 132nd St W, Apple Valley, MN, 55124, 952-897-5013. In this regard, this communication is strictly intended for individuals residing in the states of AR, MN, NM, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

David Compas is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, MN, NM, SD, TX, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.