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Will the Impending Tax Changes Impact My Retirement Plans?

You may have heard about some potential tax changes, we know that can be scary. In this eBook, we cover a few topics to help you feel more confident to maneuver through the changes.

  • What changes could be coming in 2022?
  • How will my retirement accounts be affected?
  • What can I do to prepare?

Meet the Compass Wealth Team

Our team of experienced professionals provides the top quality advice and services you need to help you achieve your most important financial goals.

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Rob Chapman, CPA, PFS, CMA Founder & Financial Planner

Rob is the senior professional at Compass and is also the owner of the practice. He specializes in financial, estate, retirement, and tax strategies available from Chapman & Co. P.C. and planning, investment management, and risk management.

Tanis-Yorio-Compass-Wealth

Tanis Yorio
Client Relations Director

Tanis’ responsibilities focus on taking care of our #1 priority – our clients! With over 23 years of financial industry experience, she has held Series 7 and 63 registrations in the past. Tanis knows what our clients need and delivers.

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Sarah Wideman, CPA  Planning & Tax Director

Sarah Wideman is a senior member of Compass Wealth and has been a part of our team for over 16 years. Sarah holds a Bachelor of Science in Accounting from SUNY Geneseo and has been working in the financial industry for over 23 years. 

Meet the Team