2018 Readers Choice

We are honored to be named the #1 choice for financial planners in Wakefield in the Wicked Local Media Group Readers Choice Awards 2018.

TRU™ Method Solution

Compass Point Retirement Planning created a sophisticated, contemporary approach to creating the right retirement paycheck for you. See it in action in a short video here.

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!