Homepage2021-05-24T18:20:04+00:00

Video: Meet Our Chief Investment Officer

On behalf of the advisors of Compass Point and Clint Sorenson of WealthShield, we want to thank you for attending our webinar – “Meet Our Chief Investment Officer” on April 7. We hope you found the information useful and enlightening.

The Year of Focus On Family

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.

CPRP COVID-19 Update

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.

500 Edgewater Drive, Suite 565
Wakefield, MA 01880
T: 800.246.1433
F: 781.246.2482

CONTACT US | THE TRU™ METHOD | COMPASS POINT FAMILY OF FRIENDS | MEDIA ROOM

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Compass Point Retirement Planning is a Registered Investment Adviser. Investment Adviser Representatives of Compass Point Retirement Planning, Inc. may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in the states of AZ, CA, CT, DE, FL, GA, HI, IN, IA, ME, MA, MI, MN, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, or WY that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Advisory services offered through Compass Point Retirement Inc., a registered investment adviser. Additional advisory services through f3Logic LLC, a registered investment adviser. Securities offered through Independent Financial Group (IFG), a registered broker dealer and investment adviser, member FINRA/SIPC. Compass Point Retirement Inc., f3Logic LLC And IFG are unaffiliated entities. OSJ Branch: ***** High Bluff Dr. Ste. 200 San Diego, CA 92130.

Copyright © 2018. All Rights Reserved. IFG Privacy Policy • FINRA’s BrokerCheck