Our Referral Program2018-06-08T15:55:55+00:00
Tell a friend about Compass Point
Do you know someone who can use advice about retirement planning? Let us show your friends and family how we can help them build a stable financial future.

Here’s how it works:

We’ll reach out to them:
You send us the name and email of the person you are referring, and we’ll send them a personal note and invitation to learn more about Compass Point.

Click Here

They reach out to us:
You send them a friendly note about Compass Point’s services along with a direct link to an advisor.

Click Here