Mainstay Compass™ is our proprietary process for building a personalized, comprehensive financial plan just for you. Mainstay Compass™ enables us to guide you through all components of your personal financial plan and integrate them into a holistic solution.
Mainstay Compass™ Features
- Consolidate all of your investment, banking, and other accounts all in one place with Mainstay Dashboard™
- Create a robust retirement plan
- Develop an optimal Roth IRA conversion strategy
- Optimize your Social Security distribution schedule
- Provide an easy-to-use budgeting tool
- Manage tax liability and retirement income streams
- Create your very own portal with customized access
3 Easy steps to get started with Mainstay Compass™
- Create your account
- Use the guided process to input your data
- Track net worth, spending, and see all your accounts in one place
Once you have created your account, you will be contacted by one of our Certified Financial Planners™ for a professional complimentary consultation.
Together, we can create a plan to get you on the right path towards and through retirement.
To get started, click here. Questions? Call us toll-free at 1-866-444-6246 for more information.