Compass Point is proud to announce our new volunteer initiative.
Check out the Compass Point Cares page to find out how many of us are already making a difference. Because Compass Point cares, we are now giving each team member a paid day off to volunteer at an organization that is meaningful to them. We are also planning our first company-wide community work day for 2016.
As always, we will be holding our annual Toys for Tots campaign. If you’d like to participate, please drop off a new, unwrapped toy at our office between now and Monday, December 7th.
Could you be doing a better job managing your 401(k)?
Your 401(k) account many be central to your retirement planning. So if you lack the time, tools or confidence to manage your account in accordance with your retirement goals, let professional 401(k) Advisors help.
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 a particular state 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. Securities licensed associates of Compass Point Retirement Planning, Inc. are Registered Representatives. Securities and advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, member FINRA/SIPC. Compass Point Retirement Planning and NPC are separate and unrelated companies.