Compass Financial Services

Compass Financial Services We offer investment management services, retirement planning, and Medicare insurance. He is passionate about helping his clients live a truly fulfilling life.

CFS is a financial services company that specializes in financial investment strategies with the goal of delivering consistency and stability throughout retirement. We focus on four pillars of retirement: income stream, investment management, healthcare, and legacy. Kevin Ebbink founded CFS in 2005 as a boutique advisory firm, focused solely on serving the needs of those in, or nearing, retirement

. While CFS remains for branding and insurance, Kevin began offering advisory services as an investment adviser representative of Strategic Blueprint in 2021. The transition from being net-savers to net-spenders can be problematic; he believes it is his job to help his clients attain peace of mind by helping them find a balance between their concerns about longevity and their pursuit of happiness. As an Investment Advisor Representative, Kevin Ebbink offers advisory services through Strategic Blueprint LLC, which is otherwise unaffiliated with Compass Financial Services. Compass Financial Services, Inc. is a North Carolina Licensed Insurance Agency. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site. Opinions expressed herein are those of the author and do not necessarily reflect those of the Strategic Blueprint, LLC, its officers, directors, employee, associated persons, or affiliates.

Address

108 Cambridge Plaza Drive, Ste. B
Winston-Salem, NC
27103

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13367685111

Website

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About CFS

CFS is a investment advisory firm that specializes in financial investment strategies that deliver security, consistency and predictability throughout retirement. We focus on the four most important pillars of retirement: income stream, investment management, healthcare, and legacy.

Kevin Ebbink founded CFS in 2004 as a boutique advisory firm, focused solely on serving the needs of those in, or nearing, retirement. He is passionate about helping his clients live a truly fulfilling life. The transition from being net-savers to net-spenders can be problematic; he believes it is his job to help his clients attain peace of mind by helping them find a balance between their concerns about longevity and their pursuit of happiness.