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Compass Financial Partners

Compass Financial Partners
Categories

Financial Management & Planning

About Us

Compass Financial Partners, co-founded by Joe Guin and Tim Hender, is a boutique wealth management firm located in downtown Lake Forest. Our mission is to help successful families navigate their journey to financial freedom. We are proud members of Northwestern Mutual Private Client Group.

Our Lake Forest-based team helps our clients achieve their comprehensive financial goals through a personalized planning approach. We address all aspects of financial planning including investment management, retirement and estate planning, education funding, risk management and tax strategies. Our team is deeply committed to building lifelong relationships with the clients we serve.

Highlights

  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Risk Management

Images

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