Compass Financial Solutions

Compass Financial Solutions is an Independent Financial Planning and Management Firm, Dedicated to Offering World-Class End-to-End Service. The principals of CFS began working with clients more than 30 years ago in the Greater Philadelphia Area. Today the firm serves clients in dozens of states with physical offices in Bucks County Pennsylvania and Upstate New York. As an affiliated firm of Commonwealth Financial Network®, CFS offers an educational, non-sales approach that offers a fee-based compensation model, an independent model not influenced by a corporate parent, and a transparent fee structure. Where our competitors fall short is where we strive. Building your plan is just the beginning. We believe our dedication to maintaining healthy communication and plan management is second to none. As the winds of your life change, we’re there to make sure your ship stays the course. This communication is strictly intended for individuals residing in the states of CA, CO, CT, DE, MA, MD, MI, NC, NJ, NY, PA, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Benefit Planning Services, Inc. dba Compass Financial Solutions 19 N West Street Doylestown, PA 18901 P: 215-345-4205 F: 215-345-4207 T: 800-889-0509 Securities and Advisory Services offered through Commonwealth Financial Services, Member FINRA/SIPC ( www.FINRA.org / www.SIPC.org ), a Registered Investment Adviser Please review our Terms of Use at www.commonwealth.com/termsofuse.html