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Compass Financial Group
P.O. Box 420
Harrisville, NH 03450
dean@cfg3.com
603-827-3022
800-510-8463
877-827-3208 (fax)
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Welcome
As an independently owned company, Compass Financial Group (CFG) offers individual investment advice, financial planning and
group employee benefits. We evaluate
your overall financial picture, using over 20 years of experience and expertise, to
make sure that all your personal and business needs are addressed at once. As a member of the National Association
of Insurance & Financial Advisors (NAIFA), and the International
Association of Registered Financial Consultants (IARFC), Compass Financial Group
(CFG) adheres to the
highest ethical standards. We look
forward to working with you and are confident that you will benefit from our
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Helping you navigate the financial world... |
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About Us
As a principal with
Compass Financial Group (CFG), R. Dean
Ogelby, LUTCF, RFC® has been an independent representative since 1990 offering
clients a high level of quality service and experience. He's attained the "Life Underwriters
Training Council Fellowship" designation (LUTCF) which has increased his
knowledge and equipped him to better help his clients in evaluating and
assessing their financial and risk based needs. Dean has served as a local
chapter president of the National Association of Insurance & Financial
Advisors (NAIFA). He graduated from Indiana University of
Pennsylvania earning a B.A. degree in psychology. He is married to Katherine, his wife of
30 years and has two children,
John and Rachel. They are active in
their local church and have lived in Harrisville, New Hampshire since 1985.
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Useful Links
MARKET
SUMMARY
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Mission Statement |
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Compass Financial Group (CFG)
helps clients create integrated
strategies that simplify investment and insurance decisions. We help them understand and control the
impact of financial decisions on their income and retirement assets.
Our Mission
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To fulfill the needs of our clients to the best of our ability
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To render exemplary service to our clients and their beneficiaries
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To present accurately and honestly all the facts essential to our client's decisions
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To adhere to professional standards of conduct in helping our clients to protect insurable obligations and attain their financial security objectives
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Services
- Investment Advice
- Mutual Funds
- Financial Planning
- Buy-Sell Funding
- Key Person Protection
- Deferred Compensation
- Budget Planning
- Business Succession
Planning
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- Charitable Giving
- Estate Planning
- College Funding
- Employee Benefits
- Retirement Planning
- Life & Disability Insurance
- Long Term Care Insurance
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Planning Process
Your financial situation is unique. We spend time with you, helping to clarify issues that are important to you, your family and your business. Through in-depth questions like the following, we work together to define your financial style and hopes:
- How well do you handle money?
- What are the goals you would like to achieve in your lifetime?
- What type of retirement do you envision?
- How do you plan on providing a college education for your children?
- Do you have a plan in place for your business?
From your answers to these questions and others, we are able to:
- Evaluate your financial situation
- Create a prioritized checklist of important planning issues
- Set a plan of action
- Implement the plan
- Follow up annually
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Today is
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Licensed to offer individual and group products including life, health, disability, annuities
and long-term care in New Hampshire, Vermont and Massachusetts. Securities offered through The O.N. Equity Sales Company, Member
FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242
(513) 794-6794. Investment Advisory services offered through O.N. Investment Management Company. For a prospectus please contact your financial advisor. Please read the prospectus carefully before you invest or send money. Investors should consider the investment objectives, strategies, risk factors, charges and expenses. The prospectus contains this and other information.
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