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(219) -308-5977

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About Us

%%COMPANY NAME%% is a full service retirement planning company serving %%CITY, STATE%% and surrounding communities.

Our Services

Generational Vault
Income Planning
Medicare
New Generation Retirement
Retirement Strategy & Risk
Social Security

Contact Info

Address:756 North Main Street Suite A, Crown Point IN, 46307
Phone:219-308-5977
Email:lbergerins@sbcglobal.net

Visit Us

Retirement Strategy & Risk
Income Planning
Social Security
Medicare
Generational Vault
Retirement Planning
New Generation Retirement

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Compass Wealth Management and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Compass Wealth Management, a registered investment advisor. Insurance products and services are offered through Gradient Insurance Brokerage, Inc.. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Minnesota or where otherwise legally permitted.