Steer Your Financial Course

Compass Planning Associates helps families, individuals, and small-business clients achieve financial security, knowledge, and control over their money. Our fee-only, client-centered approach provides education and guidance to help you achieve your financial goals and dreams.

With offices in downtown Boston and Newton, Mass., Compass Planning Associates will work closely with you on all of your financial planning needs. We offer a variety of services and plans customized to meet your individual needs. No minimum level of assets is required, and it's never too early or too late to learn how to become financially savvy!

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Our latest newsletter:
Portfolio Management for After-tax Returns

July 2016

Welcome! A different look at portfolio management can give your after-tax returns a boost. Known as location optimization, the goal is to choose the right type of investment for each of the taxable, nontaxable, and tax-deferred accounts you have. This month we're giving you a primer on this sophisticated way of looking at your portfolio.

If you want to see how you can maximize after-tax return on your investments, remember On Course! Click here to read if you missed it.

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Compass Planning Associates!