Compass Investment Group

06/15/2026

If a teacher you know is considering retirement have them give us a call today. Let Kevin help build a plan for the future. 👨‍🏫🍎🚌

06/04/2026

05/29/2026

🧑‍🎓529 Day is here!!!!
Planning ahead for education expenses can make a meaningful difference. A 529 plan is a tax-advantaged way to save for qualified education costs like tuition, books, and more.
Whether you're thinking about a child, grandchild, or loved one's future, starting early can help build a strong foundation.
We're here to help you explore your options and determine what may be appropriate for your financial goals. 📈
Reach out to learn more. 📩📞

05/27/2026

☀️ Summer Spending Starts with a Plan
Summer is a great time to enjoy travel, family events, and making memories—but it can also bring unexpected expenses. Taking a few moments to review your budget can help keep your long-term financial goals on track while still enjoying the season.
A thoughtful approach today can help you stay confident about tomorrow.
💬 Summer Spending FAQ
Q: How can I enjoy summer without overspending?
A: Setting a seasonal budget and prioritizing experiences that matter most can help you stay balanced.
Q: Should I adjust my financial plan for summer expenses?
A: It may be helpful to review your budget and savings to account for travel, events, or other seasonal costs.
Q: Is it okay to use savings for vacations?
A: Using designated savings for planned expenses can be part of a broader financial strategy, but it’s important to stay aligned with your long-term goals.

If you’d like to review your financial plan or talk through seasonal spending strategies, we’re here to help.
📞 Call Kevin Norman, Financial Advisor, at 740-774-9444

Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Compass Investment Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

05/22/2026

This weekend we pause to remember and honor the brave men and women who made the ultimate sacrifice for our freedom.
Their courage and selflessness will never be forgotten. As we spend time with loved ones, let us take a moment to reflect on the true cost of liberty and the heroes who gave everything to protect it.
We are forever grateful. ❤️🤍💙


📌 Our office will be closed on Memorial Day and will resume regular business hours on Tuesday, May 26.

05/21/2026

Planning for your financial future is one of the most important steps you can take today.
Whether you're preparing for retirement, managing investments, or simply looking for guidance, having a trusted advisor by your side can help you stay on track.
📞 Call Kevin today at 740-774-9444 to schedule a conversation.
At Compass Investment Group, we’re here to help you navigate your financial journey with confidence.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Compass Investment Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

04/29/2026

"If you’d like help turning good habits into a clear plan, I’m always happy to talk." Call today at 740-774-9444.

04/20/2026

Your money should support your life—not stand in its way.
Planning is about more than numbers; it’s about preparing for life’s changes and aligning your financial strategy with what matters most to you. A thoughtful plan can help bring clarity, confidence, and direction as life evolves.
📍 Where is life leading you?

04/08/2026

There are still a few appointments available this month. Give us a call today.

04/02/2026

🐰🌷 Happy Easter! 🌷🐣
As we celebrate the season of renewal, we wish you and your loved ones a joyful and peaceful Easter.
Please note that our office will be closed on Friday, 04/02/26, in observance of Good Friday. We will resume regular business hours on the following business day.
We hope you enjoy this special time with your family and friends. 💙🐥

Raymond James Financial Services, Inc., member FINRA/SIPC