Retirement Assets Planning

Will your nest egg money work for you in the face of an always uncertain future?

We Can Help Bring Your Retirement to New Heights

Where will your retirement take you?

Pass It On…

At Compass Point, we have families, too… we believe in striving for full and enriching lives and helping you achieve the same.

Let Us Help You
Grow Your Portfolio

With our high Staff-to-Advisor ratio of 4-1, you get the access, dependability, and service you need to navigate the often overwhelming financial world.

Our Advisors Can Help Bring Your Retirement Goals into Focus

At Compass Point, we focus on the details, allowing you to focus on life experiences that matter most to you.

What’s in Your Next Chapter?

Compass Point is uniquely positioned to provide a smooth, well-informed transition to your retirement years.

Want to better understand your investment risk tolerance?

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ValueGap

Are you answering the 2nd Question in your retirement plan?

See the problem – and the solution…

Financial success in retirement requires new retirees to successfully answer two critical questions…

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Getting Ready For Tax Time

If you haven’t done so already, it’s time to get ready to file your taxes.  Whether you use a tax professional or prepare your taxes yourself, the first step is to get organized…

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Meet The Team

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GATT Rates

View present and past rates

  • Month GATT Rate
  • November 2016 2.86%
  • August 2016 2.26%
  • May 2016 2.63%
  • February 2016 2.62%
  • November 2015 3.03%
  • August 2015 2.86%
  • May 2015 2.96%
  • February 2015 2.57%
  • November 2014 3.04%
  • August 2014 3.20%
  • May 2014 3.39%
  • February 2014 3.66%
  • November 2013 3.80%
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