It’s All About You!

Let us show you what it means to be a client of Life Compass Financial. We are committed to providing service and care that exceed expectations, putting you and your family first. Watch our video to see how we can make a difference in your financial future.

Living well today, with an eye toward tomorrow. That’s what we find most of our clients are looking to accomplish: A life well lived. We work closely with our client’s attorneys and accountants to create comprehensive wealth management plans and estate and legacy plans that are custom-tailored to our client’s specific, individual needs. We offer an array of personalized services, support, and guidance that make a positive difference in the lives of our clients and their families and causes.

Life
Compass
Financial
Our Team

Please tell us your story.
The story only you can tell.
Our greatest skill is listening.

Ben Smith
Ben Smith
Registered Principal Branch Manager
Michelle McKee
Michelle McKee
Office Manager
Denice Nelson
Denice Nelson
Registered Associate
Jacob Young
Jacob Young
Financial Advisor

Charting a financial path for your future.

STRUCTURED Process

ANALYTICAL Insights

PERSONALIZED Guidance

Nurturing wealth so you can live a longer, better life.
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Niches
Helping you establish and oversee a variety of plans
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Niches
Understanding the challenges women face and how to help.
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Niches
A pragmatic approach to wealth management
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Niches
Unique solutions for business owners and entrepreneurs.
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Niches
From everyone who has been given much, much will be demanded; and from the one who has been entrusted with much, much more will be asked.
Luke 12:48

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Ben Smith Life Compass Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.

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