Compass Financial's Summer Newsletter

1. Summer 2007
The NavigaTor Financial Advice for the Adventures of Life
Traveling Toward Retirement
Summer vacations are upon us. Traveling is
a concept that usually comes up as we discuss
financial independence. I have learned to listen Kurtis Pearson, CFP®
closely to that idea. kurtis.pearson@lpl.com
Traveling could mean freedom. When we
work for thirty years, there is some appeal to hit-
ting the road with no return date in mind. Some
who retire learn quickly that it was the freedom
part of traveling that was on their minds. Steve Conard
Financial Consultant
steve.conard@lpl.com
Traveling could also be related to an element
of surprise and wonder. Checking out new places
is an adventure and creates a sense of awe and
perspective.
Traveling with young kids meant building Michele Bjorkgren
Director of Client Services
memories. Quality family time as they call it. At michele.bjorkgren@lpl.com
least it was family time and we are still making
time to break the routine together as a family.
What ever your expectations may be about
traveling and vacations, it’s good to know that re-
ality is often other than our expectations. Many Nancy Economos
times better, sometimes not.
Compliance Administrator
nancy.economos@lpl.com
As you journey out this summer, keep the re-
ality and expectations of your trip in mind. Along
the way keep asking, “Are we there yet?”
Julie Greer
Sales Assistant
julie.greer@lpl.com
COMPASS
FINANCIAL SERVICES
Angela Goodale
Ambassador

2. Get Inspired to Retire!
Thank you to Brian Terwilliger (Van Kampen
Funds) for his presentation of Mitch Anthony’s
“The New Retirementality” last month at Bravo
Italiano. A group of 50 clients and prospects gath-
ered to be “Inspired To Retire” at this interactive
workshop. The presentation challenged listeners
to ask themselves several questions: What will my
retirement look like? When will it happen? What
are my dreams and goals? And finally, how do I
get there? The face of retirement is changing…it’s
time to look at retirement as a beginning, not an
end! If you were not able to join us and would like
to learn more about The New Retirementality, give
us a call! We can send you the materials.
Clients and prospects enjoyed a
great meal, good conversation,
and a thought provoking retirement
presentation from Brian Terwilliger
of Van Kampen Funds.
Client Focus
All of us at some moment in our lives will ex- pay the bill and that the amount due is correct, and
perience a change in our health or be faced with a challenging claims denied by insurance. “I can do
medical emergency. With this comes the daunting this on a one-time basis, or I have a monthly fee for
task of wading through medical bills and insurance patients who have on-going bills. This is extremely
documents. If you are facing this challenge and helpful to adult children who are responsible for
need assistance, there is someone who can help! elderly family members - let me handle all of it for
Jessie Maurer, long time Compass client and you. It can even make a great birthday or holiday
resident of West Des Moines, recently established gift! Plus, I can provide my services for anyone in
Guardian Medical Bill Review, where she serves any state.”
as a liaison between the patient, their insurance Jessie can be contacted at (515) 440-7000 or
company and their healthcare provider to resolve by e-mail at advocate@guardianreview.com. Her
insurance and billing issues. With 30 years’ experi- website is www.guardianreview.com.
ence on the business side of medical practices, Jes-
sie became increasingly aware of the problems and
COMPASS
frustration patients and their relatives encounter.
Services offered to individuals are organiza-
tion of bills and insurance paperwork, tracking
FINANCIAL SERVICES
insurance filing, making certain the patient should

3. Cubs Night Out
A warm sunny evening was great weather to attend an
Iowa Cubs game. We enjoyed great food and wonderful
conversations with fifty clients and guests. The evening
ended well with a Cubs victory. Thank you to all who
attended and made the evening spectacular!
Website Focus
We have been working diligently over the
past couple months to introduce our new website.
The address is www.compassiowa.com
This technology age has its advantages. You
can now view recent KCCI appearances on this
website, read our newsletters, view the latest pic-
tures from our notorious events and get acquaint-
ed with every Compass team member.
Technology cannot replace a conversation
we want to have with you about your dreams.
Life’s about changes and riding wish’s horses.
Our dreams and passions need to be joined with
those who can encourage, support and listen.
A computer screen can’t go there, but we can.
For almost eighteen years it has been my
goal to listen, honor and respect the dreams
and goals of every client. Working the an-
gles to see if there is any way to match those
dollars with your dreams. If you are a cli-
ent, it may be time to review your financial
plans. If you aren’t a client, let’s journey
together!
Hopefully you can visit our
website soon.

4. Finding Your Way
in the Financial World
COMPASS
FINANCIAL SERVICES
5015 Grand Ridge Drive, Suite 200, West Des Moines, IA 50265
Securities Offered Through Linsco Private Ledger
Member FINRA/SIPC
515.327.1020 • Toll Free: 888.334.1020
FAX: 515.440.1618 • www.lpl.com/compass.financial