COMPASS 4 SSA-VA
We help Government and Corporate partners empower retirees and veterans through training and education by leveraging 38 years of insider expertise to map their filing strategy. 

 

Join our free interactive online benefits webinar to learn how to establish your account and navigate the platforms.

Reserve your spot for our next  session: 

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Navigating the massive bureaucracies of Social Security and the VA is confusing and stressful, often leaving families to miss out on money that rightfully belongs to them.

While financial advisory services provide the theory of when to claim to protect a portfolio, Compass SSA-VA provides the execution, insider knowledge, and dedicated advocacy, to actually secure your benefits. 

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​1. Corporate Retirement Readiness Seminars & HR Workshops: We partner with human resources teams to deliver high-impact employee pre-retirement planning seminars and workforce transition workshops. We break down complex Social Security options, spousal benefits, and federal entitlement choices into clear, actionable pathways for your team. 

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2. VA Benefits Navigation & SSA.gov Portal Assistance: Modernize how you interact with federal agencies by closing the technology gap. Get step-by-step guidance to set up and manage your my Social Security account (SSA.gov) and navigate VA.gov benefits with confidence.

 

3. Social Security Filing Strategy & Benefit Optimization: We train you to evaluate your individual Social Security breakeven point to determine the optimal filing age to file and to analyze core factors dictating your monthly payout so you can avoid costly claiming mistakes. 

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