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

Most financial firms lead with product. At Compass Wealth Management, we lead with planning. Robert Amato, CFP®, CIMA®, explains: ✔️ Why he left a product-driven firm to build Compass ✔️ How a fee-only fiduciary model puts clients first ✔️ Why planning is ongoing—not a one-time event ✔️ How Compass keeps total costs low, including internal fund fees ✔️ What sets our portfolios apart from off-the-shelf solutions Compass was built to help clients retire with confidence, manage complex compensation