𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫 𝐓𝐡𝐞 𝐆𝐏𝐒 — our one-page wealth snapshot designed to guide your financial journey. No confusion. Just clarity. The GPS shows you exactly where you stand and where you’re headed, with your wealth mapped into three essential areas: 𝑮𝒓𝒐𝒘𝒕𝒉. 𝑷𝒓𝒐𝒕𝒆𝒄𝒕𝒊𝒐𝒏. 𝑺𝒂𝒇𝒆𝒕𝒚. Just like using GPS in your car, you need to know your destination before you can map the best route. The GPS does exactly that for your finances—giving you a clear view of your assets and a plan to

Compass Financial Group - Evansville, IN: Ameriprise

“𝐖𝐡𝐚𝐭’𝐬 𝐭𝐡𝐞 𝐛𝐞𝐬𝐭 𝐚𝐬𝐬𝐞𝐭 𝐭𝐨 𝐥𝐞𝐚𝐯𝐞 𝐲𝐨𝐮𝐫 𝐜𝐡𝐢𝐥𝐝?” Anything that steps up in basis — and that’s not your IRA. Most families plan to pass on their largest asset. And for many people, that’s their retirement account. Sounds logical… until the taxes show up. We recently saw heirs receive nearly $1M each — and a massive tax bill to go with it. What looked like a gift quickly became a burden. Legacy planning isn’t about the biggest number on paper. 𝑰𝒕’𝒔 𝒂𝒃𝒐𝒖𝒕 𝒘𝒉𝒂

How to Use a Compass