Episode 25: Charitable Gifting


When it comes to charity, many retirees are not sure how this strategy fits into their planning. There are ways to give back in retirement. Here are some ideas to think about when giving generous donations.

dfw advice

Schedule A Complimentary Consultation

If you would like to learn more about Compass Retirement or would like to schedule a complimentary consultation with Scott and Angela,
please fill out the form below today!

Fill out my online form.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.