About Us
Vision & Mission
A Team That
Understands You
We will seek out and continue to collaborate with clients for whom we can serve as their trusted advisors, navigating the details of their financial life as it moves forward. We will work hard to give clients the choice of having to work versus wanting to work, as well as to help guiding them in the right direction. We listen to our clients, to help reach their goals, dreams, and values.
We strive to create and optimize your financial strategies for long-term and generational success.
Connie A. Falon, CRPS®
Founder & CEO, Chartered Retirement Plans Specialist®
Emily A. Falon, FPQP®
Operations Manager, Financial Para Planner Qualified Professional®
Emily joined the team in 2024. She will be a great asset to the Compass Financial Network Team. Emily will be working with clients to give them the Ultimate client experience in managing the day-to-day operations and Financial Planning...
