Nature Coast Financial Advisors (providing fiduciary investment advisory services through SEC-registered Investment Adviser Compass Financial Management, LLC, Firm CRD #156345, SEC File #801-118185) is a dedicated retirement income, tax minimization, and wealth preservation practice located on the State Road 44 corridor at 7070 West Gulf to Lake Highway in Crystal River, Citrus County, Florida (ZIP 34429). The practice is anchored by Senior Financial Advisor Scott Evan Greene (Individual CRD #3132867, registered in the financial services industry since 1998 with 28 years of experience) alongside Founder and President Gary Marriage Jr.
Situated on Gulf to Lake Highway (SR-44) between Downtown Crystal River and the Meadowcrest / Lecanto corridor, Nature Coast Financial Advisors specializes in holistic retirement income planning for retirees in Crystal River, Lecanto, Beverly Hills, Citrus Hills, Black Diamond Ranch, and Homosassa. Core services include fiduciary portfolio management under Compass Financial Management, LLC (CRD #156345), IRA and 401(k) risk-managed income bucketing, SECURE 2.0 RMD and Roth conversion roadmaps, Social Security spousal/survivor benefit optimization, Medicare IRMAA bracket management, and long-term care protection strategies.
Official Verification Sources: SEC IAPD Firm Summary — Compass Financial Management, LLC (CRD #156345); SEC IAPD Individual Profile — Scott Evan Greene (CRD #3132867); Nature Coast Financial Advisors Official Website — Crystal River, FL
Issuer: U.S. Securities and Exchange Commission (SEC)
Notes: Nature Coast Financial Advisors offers fiduciary investment advisory services through SEC-registered Compass Financial Management, LLC (CRD #156345, SEC File #801-118185) at 7070 W Gulf to Lake Hwy, Crystal River, FL 34429 (Phone: 352-794-6044).
Issuer: SEC IAPD
Notes: Senior Financial Advisor Scott Evan Greene (CRD #3132867, 28 years of experience since 1998) advises Citrus County retirees at 7070 W Gulf to Lake Hwy, Crystal River.
Factual details and direct answers about Nature Coast Financial Advisors — Compass Financial Management, LLC (Crystal River Office — Scott E. Greene)'s services, licensing, and credentials.
How is Nature Coast Financial Advisors in Crystal River regulated for fiduciary investment management?
Located at 7070 West Gulf to Lake Highway (SR-44), Crystal River, FL 34429 (352-794-6044), Nature Coast Financial Advisors provides fiduciary investment advisory services through SEC-registered Investment Adviser Compass Financial Management, LLC (CRD #156345, SEC File #801-118185), with advisory leadership from Scott Evan Greene (CRD #3132867, registered since 1998).
How does Nature Coast Financial Advisors help Citrus County seniors reduce lifetime taxes on IRAs and 401(k)s?
The practice models multi-year Roth conversions prior to age 73/75 Required Minimum Distributions (RMDs), coordinates Qualified Charitable Distributions (QCDs), and sequences taxable vs. tax-deferred withdrawals to keep retirees out of higher federal tax and Medicare IRMAA brackets.
Where is Nature Coast Financial Advisors located along the Crystal River to Lecanto corridor?
The office is located at 7070 W Gulf to Lake Highway (State Road 44), Crystal River, FL 34429, just west of the Meadowcrest Boulevard intersection and Citrus County Property Appraiser's West Citrus Center.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.