If you have “lazy” money, we can show you several options that could help those funds work harder. We are happy to discuss the alternatives and help you determine if they are a good fit.
Compass Point Retirement Planning will dedicate 2021 as “The Year of Focus on Family”. As such, among other things we will focus not only on you but also the needs of your families.
We at Compass Point Retirement Planning appreciate your patience as we continue to navigate the changes in our daily lives due to the COVID-19 pandemic.