Agency website
About us
Providing Direction for your Financial Security
Kompass Financial Advisors, Inc. is a boutique advisory firm. Josh Taylor, the owner, has over 30 years of experience in the insurance industry which gives him a deep level of experience and knowledge. Josh holds the acclaimed professional designation of Certified Financial Planner™. He is unique in that as a Certified Financial Planner™ he works with businesses and their planning needs. Because of his diverse background, he can bring a unique perspective to help you achieve your goals.We can help you with all your commercial insurance needs. However, we can do more; we can also help you design employee benefit plans for your company, including group health, dental, vision, and disability plans. And as a Registered Investment Advisor, we can help you establish a low-cost 401k Plan. Each business is unique, and Josh can custom design an insurance package that is specific to your needs.Often a business owner is so preoccupied with insuring their business assets, he or she overlooks the most important asset of all; themselves. We can help you with key person life and disability plans and can also show a business owner how to fund a long-term healthcare plan through his or her business.
Commercial Lines insurance professionals
Ask me about these types of insurance...
An independent insurance agent will make sure that your business is covered in the event of a catastrophe or sudden loss.
Our independent insurance agents are here to help you find the best life insurance that will take care of those you leave behind.
An annuity is an investment product issued by an insurance company that provides you with guaranteed periodic payments in return for your initial investment.
If a data breach does happen, it's a wise decision to have a cyber liability insurance policy to help your company stay secure.
Restaurant insurance is a combo platter of coverage that protects your customers, employees, property and inventory.
Hotel insurance is a very specific type of business insurance that's been tailored to meet the unique coverage needs of your business. Talk to an independent agent.
Why choose Kompass Financial Advisors
States we serve
- Colorado
- Illinois
- Indiana
- Kansas
- Maryland
- Nebraska
Our insurance coverages
Business insurance coverage
- Accident & Health
- Bonds
- Builders Risk
- Business Owners Package (BOP)
- Business Vehicle
- Contractors Equipment
- Cyber Liability
- Directors & Officers
- Employment Practices Liability
- Errors & Omissions
- General Liability
- Inland Marine
- Other
- Professional Liability
- Property
- Umbrella / Excess
- Workers' Compensation
Life & Annuties coverage
- Annuities
- Disability Income
- Life
- Long Term Care
Industries we serve
- Accommodation and Food Services
- Administrative and Support and Waste Management and Remediation Services
- Agriculture, Forestry, Fishing and Hunting
- Arts, Entertainment, and Recreation
- Construction
- Educational Services
- Finance and Insurance
- Health Care and Social Assistance
- Information
- Management of Companies and Enterprises
- Manufacturing - Food / Beverage / Textiles / Apparel / Leather
- Manufacturing - Metal / Machinery / Computer / Electrical / Transportation / Furniture
- Manufacturing - Wood / Paper / Paper / Mining / Plastics
- Mining, Quarrying, and Oil and Gas Extraction
- Other Services (except Public Administration)
- Professional, Scientific, and Technical Services
- Public Administration
- Real Estate and Rental and Leasing
- Retail - Sporting Goods / Hobby / Music / General / Misc.
- Retail - Vehicle / Home / Furniture / Building / Garden / Food / Health / Gas / Clothing
- Transportation - Air / Rail / Water / Truck / Transit / Ground / Pipeline / Scenic
- Transportation and Warehousing
- Utilities
- Wholesale Trade
