We are thrilled to announce the launch of our new and improved Compass Wealth website! Our highly functional website launched on Wednesday, March 30, 2022.
The enhanced look and feel make navigating, finding information, and reading about what matters to you and your finances most enjoyable. Our ongoing articles and resources provide extra value to our commitment to you.
3 things we are especially excited about:
1. Our Complimentary eBook
Nothing sounds the alarm for retirees more than changes to the tax code. The US tax code will always be needlessly complex, but retirees must interpret any changes properly since taxes have an outsized effect on those with fixed incomes. Download your eBook copy now.
2. Access
We’ve made it easy to schedule a consultation with us directly from our site. Let’s take some time to talk about what is on your mind.
3. Our Comprehensive Approach to Tax and Financial Planning
In the hands of an experienced team of professionals, you can be put on the path to financial independence. We look for opportunities to manage and construct portfolios that ideally minimize costs and risks with a propensity towards growth.
We’d love the opportunity to meet with you one on one. If you are interested, please click the button below and let us know you’d like to schedule a consultation.
If you haven’t had a chance to check it out yet, please do, and let us know what you think. We look forward to serving you and yours this year and beyond!
Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/ SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 1450 American Lane, Ste 650, Schaumburg, IL 60173; phone 888.528.2987.
For a comprehensive review of your personal situation, always consult your tax and/or legal advisor. Neither Cetera Financial Specialists LLC nor any of its affiliates offer tax or legal services.
