The Compass Wealth Group, LLC understands that safeguarding your financial future and providing for your loved ones are priorities that deserve thoughtful planning. We are committed to helping you create a solid financial plan that aligns with your goals and seeks to ensure your legacy.
Our Services Include:
Financial Planning: We work with you to create a personalized financial plan that considers your current circumstances and long-term objectives.
Trusts and Estate Planning:
Assisting our clients in achieving their financial objectives is a top priority. That’s why we have collaborated with Wealth.com, the premier online estate planning platform in the US, to offer a convenient and cost-effective method of creating estate plans from the convenience of their homes. Wealth.com estate plans are customized for all fifty states, and they provide live member support to address any questions you may have.
Please feel free to contact us. We look forward to helping you preserve a financially sound future for yourself and your loved ones.
Sincerely,
Harry E Tart, CPFA®
Managing Principal
Wealth.com and the Private Trust Company and their services are not affiliated with LPL Financial and the Compass Wealth Group, LLC.
The Compass Wealth Group, LLC and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Securities and advisory services offered through LPL Financial, a registered investment advisor.
Member FINRA/SIPC