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Compass Plan Wealth Strategies

1601 Industrial Blvd.
Ste. 3062
Sugar Land, TX 77478

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Ph: (281) 661-7977
Fax: (877) 366-6216
Email: joe.stassi@lpl.com

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Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Snappy Kraken to provide information on a topic that may be of interest. Snappy Kraken is not affiliated with the named representative, broker-dealer, state, or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and are not considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Compass Plan Wealth Management is registered to sell securities in the following states: AR, GA, ID, LA, MO, OK, PA, TX, WA. Insurance products are offered in AR, LA, MO, and TX.

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