ryan@bradleywealth.com) or Alex Cohen (alex@bradleywealth.com). Scalable to Meet Your Needs COMPASS allows you to add as much or as little personal information as you’d like. You can even allow Bradley Wealth to access as much or as little of your information as you prefer. And, of course, the website is highly secure, as seen here. (embed this security video link: https://abm.emaplan.com/ABM/MediaServe/MediaLink?token=4992355eb5f341a197b4b691d7eef37c) Features This short video (embed link: https://abm.emaplan.com/ABM/MediaServe/MediaLink?token=65eab9e5ef854f868c3959334c08482d) shows the many useful features of your COMPASS website, including:

• See all your accounts on one web page
• View your updated investments
• Track your progress towards your goals and set new goals
• Access all of your important documents (wills, birth certificates, taxes, real estate titles, mortgages, insurance policies, etc.)
• Create budgeting/spending reports
• Run “what-if” scenarios for investment options
• Track your investments and net worth
• Receive custom alerts to notify you of important dates, reminders, and account and investment changes

We branded COMPASS as a Bradley Wealth product and I’m proud to offer you this new tool. When you see the COMPASS and the ASCENT logos, you’ll know you’re in the right place and able to securely access all of your personal financial information.]]>