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.

As our valued clients, we would like to provide you with some information about how we have updated our practices to keep both you and our team safe.

We are currently seeing most clients virtually. Although it may not be in person, we still provide the helpful advice and expert guidance you have come to expect. Should you prefer to come to the office, we can schedule in person visits, as needed.

If you do visit the office, per CDC guidelines, we will maintain social distancing and require mask wearing. We may not be able to shake hands at this time, but we can talk face-to-face about your financial future.

In summary, we will continue to provide the same great service you deserve with as little interruption as possible. If you have any questions or would like to make an appointment, please reach out. We are here to help.