Incompass Financial

Incompass Financial For additional disclosures, please visit our website at incompassfp.com

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC.

Investment advisory services offered through Incompass Financial Partners, LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Test your estate strategy knowledge with this short quiz.
08/29/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?
08/27/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Lifestyle considerations in creating your retirement portfolio.

What do you need to know when the market experiences volatility?
08/22/2026

What do you need to know when the market experiences volatility?

You face sequence of returns risk. Know what it is?
08/20/2026

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Terrible or wonderful; Could a variable annuity be right for you?
08/15/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

🎉 Welcome to the Incompass Financial Family, Angie! 🎉We’re excited to welcome Angie Bohanan as the newest member of our ...
08/14/2026

🎉 Welcome to the Incompass Financial Family, Angie! 🎉

We’re excited to welcome Angie Bohanan as the newest member of our team. Angie brings more than 18 years of experience in financial services and a genuine passion for helping people. Her experience, creativity, and commitment to client service make her a wonderful addition to our team.

Please join us in giving Angie a warm welcome! We’re so happy to have her at Incompass!

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
08/13/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
08/08/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

Thinking of volunteering in retirement? Some considerations.
08/06/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

08/04/2026

Markets have rebounded sharply in 2026, even with higher rates and a noisy midterm year.

Watch our short Q3 Market Update to see what we are watching now and decide whether to adjust your plan.

Ready to talk about your situation? Call 770.971.9141 or email [email protected] and we will help you weigh the options.

Please note past performance is not a guarantee of future results.

Address

1602 Abbey Court
Alpharetta, GA
30004

Telephone

+17709719141

Website

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