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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Meet the Team

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Does The 4% Rule Still Apply

In the mid 1990’s a Financial Planner named William Bengen developed a plan that would allow retirees to have a set withdrawal rate from their retirement savings at a particular percentage, and last for 30 years.  This plan is widely referred to as the “4% Rule” and is still used by many people today.  Unfortunately, as time has shown, this one time accepted rule is not working for many retirees.  Let’s take a look at why!

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Professional 401(k) Management

Could you be doing a better job managing your 401(k)?

Is Your 401(ok)

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.

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GATT Rates

View present and past rates

  • Month GATT Rate
  • 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%
  • August 2013 3.76%
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