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Let us help you care for your retirement.

You have spent your career caring for others, let us help you care for your retirement.

CPRP COVID Questions

The Team at Compass Point Retirement Planning is thinking about you and hoping you are handling these stressful times as well as can be. We want to share answers to questions that some have asked, and many may be thinking about.

Massachusetts Retirement Readiness Survey

View our fascinating findings from our very own statewide survey about retirement readiness in Massachusetts. Check out the infographic for more information!

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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.

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