Compass Financial Partners

A new summer, a new group of interns!☀️

We’re excited to welcome our 2026 Summer Interns to Compass Financial Partners. Over the coming months, they’ll gain valuable experience, build meaningful connections, and bring fresh perspectives to our team.

We’re so happy you’re here and look forward to a great summer together. Welcome to Compass!

Taking care of yourself is ALWAYS a good investment.

We're proud to in support of Mental Health Awareness Month with ribbons from Paws For Patrick🐾💚

Joe Guin & Tim Hender are honored to once again be recognized by Forbes as two of the top Wealth Advisors in Illinois.

Thank you to our dedicated team, and most importantly, our clients, for your continued trust. ⭐️

See the complete list here https://www.forbes.com/lists/best-in-state-wealth-advisors/

(Ranking published April 2026. Data as of 6/30/25. No compensation provided for ranking. Licensing fees apply to use Forbes logo).

12,500 pounds of food packaged ✔️

This week, our team volunteered at the Northern Illinois Food Bank, helping label and package meals for families in our community.

We are always proud to give back and be part of something that makes a real impact!

It’s Tax Day! Don’t just file - strategize!

We can help you be prepared and make your money work smarter all year long.

At Compass, every plan begins with purpose.

Our quarterly book club discussion of “Man’s Search for Meaning” centered around resilience, perspective and what truly matters - principles we bring to every client relationship.

April is Financial Literacy Month, and we’re breaking it down one word at a time.

Each week, we’ll highlight a key financial concept - because clarity creates confidence when it comes to your financial future.

First up: fiduciary.
It’s more than just advice… it’s a commitment to always act in your best interest.

Follow along all month as we simplify the language of wealth!🗣️

Last week Tim was on the floor of the NYSE, where Michael and Susan Dell rang the opening bell to celebrate their $6.25 billion donation supporting the newly established “Trump Accounts”.

Every American child born between January 1, 2025 and December 31, 2028 is eligible to receive a seed deposit of $1,000 from the U.S. Treasury. (Any child under 18 who is a US citizen with a Social Security number is eligible to set up an account.)

These tax-advantaged funds are designed to be invested in American companies, with the goal of growing with the market over the course of a child’s life. As with all investments, account values will fluctuate based on market performance.

Accounts can be opened by filing Account IRS Form 4547 or through the online portal at www.trumpaccounts.gov

Is a Trump Account right for your family? Learn more here:

https://www.northwesternmutual.com/life-and-money/what-parents-need-to-know-about-trump-accounts/

Staying informed is the fist step to staying protected. 🔒

Cybercrime poses a threat to our personal information, financial assets and our families. Here are 5 helpful takeaways from our recent cybersecurity webinar.