Skip to main content
menu
  • Home
  • About Us
  • Blog
  • Team
  • Helpful Websites
  • Process
  • Resources
    • Downloadable Resources
    • Financial Calculators
  • Contact

Resources

Personal Documents Locator

Making Decisions about Medicare

Key Financial Data 2020

Key Estate Planning Documents

Checklist for Year End Tax Planning

Financial Questions that Count

Office

151 5th Avenue SE Suite 300
Cedar Rapids IA 52401

Contact Info

319-531-3723
jmcpartland@compassfpinc.com

 

Get in Touch

Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Please remember to contact Compass Financial Partners if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to our investment management and advisory services.  A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request. Representatives of Osaic Wealth do not provide tax or legal advice. Please consult the appropriate professional regarding your situation.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

© 2024 Compass Financial Partners All rights reserved.