eBook: Will the Impending Tax Changes Impact My Retirement Plans?

Download Your Copy Now:

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.

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
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.

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.