
Categories
Financial Management & Planning
Hours:
Monday - Friday
8am - 5pm
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
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