How does COMPASS POINT RETIREMENT PLANNING, INC. help clients – Key Takeaways:
COMPASS POINT RETIREMENT PLANNING, INC. is a financial planning and investment management firm that specializes in retirement planning. They have a team of experts who provide personalized financial solutions to clients based on their unique goals and circumstances.
This firm is committed to helping clients achieve financial security and independence in retirement. They offer a range of services and resources to ensure that clients are on track to reach their retirement goals.
Here are key takeaways on how COMPASS POINT RETIREMENT PLANNING, INC. helps its clients:
- Provides personalized financial solutions for retirement planning
- Offers a range of services and resources for retirement planning and investing
- Committed to helping clients achieve financial security and independence in retirement
Facts and Insights
COMPASS POINT RETIREMENT PLANNING, INC. was founded in 2004 and is based in Newport Beach, California. The firm is currently managing over $1 billion in assets under management (AUM) and has a team of experienced advisors who provide comprehensive financial planning and investment management services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 5 | 16 years |
Financial Services Offered
COMPASS POINT RETIREMENT PLANNING, INC. offers a range of financial services to help clients plan for retirement and achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
- Social Security planning
Client Types
COMPASS POINT RETIREMENT PLANNING, INC. works with a diverse range of clients, including:
- Pre-retirees
- Retirees
- High-net-worth individuals
- Business owners
- Young professionals
Fees & Compensation
COMPASS POINT RETIREMENT PLANNING, INC. charges a fee for their services, which is typically a percentage of the client’s assets under management. This fee structure ensures that the firm’s interests are aligned with their clients’ interests, as their compensation is directly tied to the performance of the client’s investments.
Background
The team at COMPASS POINT RETIREMENT PLANNING, INC. is composed of experienced financial advisors who have a deep understanding of retirement planning and investment management. They are committed to providing top-notch services to clients and helping them achieve their financial goals.
Financial Advisor Disclosures to Know
As a financial expert, COMPASS POINT RETIREMENT PLANNING, INC. is committed to transparency and providing clients with all the necessary information to make informed decisions. As such, here are some disclosures that clients should be aware of:
- The firm may have conflicts of interest in recommending certain financial products
- COMPASS POINT RETIREMENT PLANNING, INC. is a registered investment advisor
- Some advisors may receive commissions for selling certain financial products
- The firm’s advisors are not tax professionals and may refer clients to a third-party tax professional for tax-related advice