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Lifetime Planning • Lifetime Resource • Lifetime Income Guidance
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Will our money last throughout our lifetime? |
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How do we earn enough without taking more risk than necessary? |
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How do we create a reliable income stream from what we have saved? |
When you become a client at Compass Point Retirement Planning, Inc., you are establishing a lifelong relationship with a firm that will help you answer these important questions. The team of specialists at Compass Point make it their professional mission to help you create the highest level of income security possible. They work to help you maintain your respect and dignity through all the financial challenges that a long and enjoyable retirement can bring. Your team handles all aspects of planning, investment management and income distribution, so you don’t have to. You maintain ownership and control of your assets, but we do all the work to help you avoid the issues that have tripped up so many people.
If you are approaching retirement or are recently retired, call us or drop us an email, then come in for a cup of coffee or tea with one of our experienced and independent advisors. See what it is that we already do for more than 500 client families. We promise no pressure and no obligation. We’ll invest the time … you decide if we are a fit.
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Areas of Focus
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Securities and advisory services offered through National Planning Corporation (NPC), member FINRA/SIPC, a Registered Investment Adviser. Additional Advisory services offered through Compass Point Retirement Planning, Inc., a Registered Investment Adviser. Compass Point Retirement Planning, Inc. and NPC are separate and unrelated companies.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Boston area (includes Bristol, Essex, Norfolk, Middlesex, Plymouth and Suffolk counties in the state of Massachusetts) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 19,400 wealth managers in the area. 2,591 award candidates in the Boston area were considered for the award, of which 454 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Boston Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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