Next Available Online Class

Tues, August 27th at 7:00 pm ET

This is our most popular class. Space is limited. If you can't attend, register and we will send you the replay link after the class.

Click on the date Aug 27th to reserve your spot.

Free 60-Minute Webinar

Retire without an unbearable tax burden

LEARN:

  • How to get your Social Security tax free

  • How to avoid penalties and fees

  • Transform your retirement worries into confidence

WELL KNOWN & TRUSTED

Over 3 Decades In The Industry

We gathered the country's foremost experts on retirement and Social Security with the goal to raise awareness and create a streamlined way to help people like you accurately predict your future health care costs, and provide solutions on how to drastically REDUCE them.

What We Do

Help people approaching retirement understand how to REDUCE taxes and keep more of their hard earned Social Security payments.

You Can Expect

  • Learn how to safeguard your retirement funds from taxes

  • Secure your financial future with confidence

  • Gain clarity on your healthcare costs and how to reduce or eliminate tax penalties

  • Provide an analysis of whether a traditional 401(K) or a Roth is a better strategy for you

  • Get your probability of retirement success with a custom analysis and score

  • Protect what matters most after you are gone, and enjoy the lifestyle in retirement you are dreaming of

  • Empower yourself to plan your retirement with excitement

Meet Your Retirement Savings Experts

CRAIG CHENEY

FINANCIAL RETIREMENT STRATEGIST

Craig Cheney has been in the financial services business since 1978 beginning as a financial advisor and transitioning into senior sales management at several national mutual fund and insurance companies. In 2015, while attending a symposium on retirement planning Craig attended a lecture on IRMAA, a virtually unknown tax on client’s retirement assets. Craig then realizing the danger IRMAA poses to retirees he, along with business partner, Terri Hembree, joined forces with Dan McGrath, the nationally reknowned expert on IRMAA, and formed IRMAA Solutions, a company whose goal is to create awareness of this critical retirement issue in the United States.

In addition, IRMAA Solutions has developed software that shows retirees and pre-retirees, alike, their actual healthcare and IRMAA costs in retirement and can offer solutions to mitigate the consequences of IRMAA.

JOHN K MARTIN

FOUNDER & PRESIDENT

The founder of Compass Wealth Strategies is John Martin. He’s a Certified Estate Planner and a Registered Financial Consultant.

Before founding Compass Wealth Strategies, John worked as an estate planning consultant to top financial firms, such as Meryl Lynch, Prudential and the Hartford Insurance Group.

John has given many educational lectures on retirement and estate planning for professional groups and institutions, including the faculty of Cornell University.

He is a member of The International Association of Registered Financial Consultants, National Association of Certified Estate Planners, The Asset Protection Society, New York State Commercial Realtors Association and the Small Business Council.

John resides in Hamburg, NY with his wife, Kit. He enjoys reading, traveling and golf.

Get answers to your retirement questions

Solving life's puzzles can be challenging, but it doesn't have to be.

Learn how to bring all the pieces of your financial puzzle together into a strategy that gives you peace of mind.

With the right investment tools, you can have stready stream of tax-free retirement income.

Get In Touch

Assistance Hours

Mon – Fri 9:00am – 5:00pm