We get it. Life can get complicated and balancing priorities takes time that many of us have very little of. This often means finances are left behind. At Impact Financial Group, we make it easy for our clients to delegate financial decisions to us so they can free up time for the more important, and fun, things in life.
We have been providing personalized financial advice since 1998 and take pride in the one-on-one relationships we have built with every client. We understand the needs and goals our clients have set for themselves, their family, their business, and employees. We believe this knowledge anchors the advice we deliver and influences the risk tolerance suggested for each portfolio.
Our advisors deliver personalized solutions that help our clients confidently navigate life’s journey:
• Managing investments
• Preparing for Retirement
• Creating a Legacy
• Tax planning
• Preparing Your Estate
• Protecting Your Family
• Funding Education
• Planning Charitable and Philanthropic Giving
• Structuring Executive Compensation
• Employee Retirement Planning
• Business Exit and Retirement Strategies