Retirement Navigator

The Idea Is To Start Long Before You Plan To Retire . . .

While you are still working, we can help you build a plan that addresses the challenges you will face today and in the future.

Download the Retirement NavigatorSM PDF or use the widget below.

Compass Point Retirement Planning, Retirement Navigation

Your Personal Advisory Team Savings Plan Builder/Protector Retirement Compass<sup>SM</sup> Continuous Education The Answer Center We Do It All Professional Asset Management

What Does It Cost?

If you are an active Telecom employee your costs for this program are covered by Compass Point Retirement Planning, Inc. You pay nothing.

We have found that once we have helped Telecom employees prepare for a comfortable retirement, many may choose to continue working with us to help manage their retirement income. At that time we would be compensated based on your particular case. However, there is no obligation to chose Compass Point Retirement Planning, Inc. and our clients may leave us at any time.

To maintain the ability to provide objective financial guidance Compass Point Retirement Planning, Inc. is not endorsed by any Telecom company or collective bargaining organization.

How To Join

1. Determine Your Program Level From The Choices Below (I, II OR III).
2. Call (800) 246-1433 to Sign Up or Apply On-line Now
There is no charge for these services for Telecom employees.

Determine Your Program Level

I. “I Have Less Than 10 Years Of Service”

  • Call to join the Program.
  • Attend a Retirement CompassSM Planning Workshop every 5 years.
  • Have an initial overall telephone review with one of our advisors.
  • Implement an annual Rebalancing and Reallocation Strategy for your company savings plan.
  • Learn about saving strategies for other goals like college funding, if necessary.

II. “I Have 10 Or More Years Of Service, But I Am More Than 5 Years From Retirement”

  • Call to join the Program.
  • Attend a Retirement CompassSM Planning Workshop every 3 years.
  • Have a Retirement CompassSM meeting every 3 years.
  • Have an annual Savings Plan Rebalancing and Reallocation Strategy in place.

III. ““I Am Within 5 Years Of Retirement Or Already Retired”

  • Call to join the Program.
  • Have an annual Pre-Retirement CompassSM Planning meeting.
  • Have an annual Savings Plan Rebalancing and Reallocation Strategy in place.
  • Understand the most important challenges to successful retirement income distribution.

Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser, Advisory services also offered through Compass Point Retirement Planning, Inc., a Registered Investment Adviser. Compass Point Retirement Planning, Inc. and NPC are separate and unrelated companies.

*Implementing any investment strategy through NPC or Compass Point Retirement Planning, Inc. may incur fees or charges.