As we continue to monitor the rapidly evolving situation around COVID-19, our first thought is for the safety and well-being of our clients, staff, community, friends and families. Our office is open and while we are available to meet, we would encourage video conferencing (zoom) if possible. We will continue working normal business hours and serving you during this time. We appreciate your patience and understanding.
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The Compass Program
Integrating investment management, financial planning, tax preparation and estate planning under one roof for one inclusive fee.
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