We’re Here to Help
At Compass Health & Wealth, we’re committed to helping you navigate the health and financial decisions that come with retirement. We specialize in Medicare education and planning, long-term care planning, retirement income strategies, annuities, and life insurance, taking a holistic approach to helping you prepare for the future.
Have questions or ready to start planning? Fill out the form or call us at (401) 336-7300. Based in Rhode Island, we proudly serve individuals and families throughout the area with clear education, personalized guidance, and ongoing support.
Medicare, retirement, Social Security, and future health care costs are often closely connected. We’ll help you understand how these pieces fit together, identify potential gaps or financial exposures, and explore solutions designed around your individual needs and goals.
Your next chapter deserves a thoughtful plan. Let’s start the conversation.
Contact Us
By providing your contact information and clicking “Submit,” you give consent for a representative of Compass Health and Wealth
to contact you about products and services. We may contact you by phone call, email, automated dialing system, or voice message at the number you provided, even if your number is listed on a federal or state Do Not Call registry. Consent is not a condition of any purchase or service. You can change your communication preferences at any time by contacting
Compass Health and Wealth. Compass Health and Wealth is not connected with or endorsed by the U.S. government or the federal Medicare program.
More Ways to Get in Touch
Call Us
Email Us
Visit us
5 Division Street, STE a-113, East Greenwich, Rhode Island 02818, United States
Frequently asked questions
What’s the benefit of working with an independent insurance broker?
Independent brokers aren’t tied to one insurance company or service. That means we can compare plans from multiple carriers to find coverage that fits your specific needs, preferences, and budget.
Do you charge a fee for your services?
No, our assistance is provided at no cost to you. We’re compensated by the insurance carriers when we help you enroll in a plan, but our recommendations are always based on what’s best for you.
Can you help me review my existing coverage?
Yes! We’re happy to review your current policies to make sure they still meet your goals and budget. Insurance needs can change over time, and a quick review can often uncover ways to improve your protection or save money.
When can I make changes to my health or Medicare plan?
Most plans have specific enrollment periods each year, such as the Annual Enrollment Period (AEP). Certain life events may also qualify you for a Special Enrollment Period (SEP) — we can help you determine if you’re eligible.