When it comes to estate planning, wills, and trusts, many find themselves not knowing where to start. At Compass, we want you to have financial peace of mind and help you through every necessary step in the planning process to make sure you and your family have a secure plan no matter what stage of life you find yourself in.
In partnership with Financial Planning Ministry, it is our privilege to provide complimentary wills and trust seminars to our church family. This seminar provides education on wills vs trusts and how to leave a lasting legacy. You have access to one-on-one coaching as well as document preparation for your family’s peace of mind. Whether you think you have enough money or assets to need a trust or estate plan or not, you actually do – regardless of your age or stage in life. Learn more and register for an upcoming class.
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