Legacy Planning

Invest in some peace of mind

Create a plan that puts your loved ones first.

Estate planning

Estate plans are about more than just dividing up your possessions. To ensure a lasting legacy, you need a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.

At Compass Ion, we take the same client-focused approach, helping you build the infrastructure to achieve a successful wealth transfer and providing your beneficiaries with the knowledge and tools they need to thrive. We can help you think through your family legacy, provide resources to help you plan, and facilitate family engagements for families with eligible asset levels.

Let us help you find your financial direction.

Talk with an Advisor