Due to the recent rise of COVID-19 cases in our state,

our office will be taking additional measures to ensure our clients, team

members and families have the safest working environment possible. Just as earlier in the year when these changes first occurred, our business continuity plan will be working as designed for you, our valued clients and friends. You will not see a disruption in services. Each member of our team has the ability to continue their roles in providing you the highest quality of services in any setting. You can still call our office, email a team member or fax information to us without hesitation.

 

We will be seeing clients by appointment only at this time. We encourage you to consider a virtual appointment. However, we understand that this is not always possible and will still be offering face to face appointments. If you have scheduled a face to face appointment, you should expect a call from a member of our team the day before to check in at which point you will be asked a series of questions regarding your recent health. Due to the city ordinance and our office policy, you will be required to wear a mask at all times during your meeting. Our team understands the gravity of the situation before us, therefore we have implemented a sanitization procedure to keep everyone as safe as possible. Following each client visit, all surfaces and door knobs/handles are cleaned with disinfectant. If you have any questions that do not require an appointment, please call our office at 918-423-3222 and one of our team members will be happy to help you.

 

Your family’s needs and

desires are vital and important to us. Our clients are some of the most

wonderful people we know. Please be patient with us as we work to comply with CDC, state, and city guidelines to ensure everyone’s health and safety. 

 

Stay safe, stay healthy, and thank you for the opportunity to serve as your wealth advisors and financial planners. We are here to help.

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CONTACT

Compass Capital Management, LLC

Office: (918) 423-3222

Fax: (918) 423-3231

321 S 3rd Street

Suite 4

McAlester, OK 74501

info@compasscapitalmgt.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

 

Securities offered through Cambridge Investment Research, Inc., a registered broker-dealer and member of FINRA/SIPC. Investment advisory services offered through Compass Capital Management, LLC, a registered investment advisor not affiliated with Cambridge Investment Research, Inc. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DE, IA, KS, MA, MO, OH, OK and TX. No offers may be made or accepted from any resident outside the specific states referenced.

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