Impact Financial Advisors

Our Vision

At Impact Financial Advisors, we believe in the power of financial planning to empower individuals to reach their full potential. We understand that your financial life is deeply personal and intertwined with your values, goals, and aspirations. Our mission is to provide personalized guidance and support, helping you achieve financial security and fulfillment.

Who We Are

Our team of experienced professionals is comprised of certified financial planners (CFPs), chartered financial counselors (ChFCs), and registered investment advisors. We hold ourselves to the highest ethical standards and are committed to providing our clients with:

• Personalized attention: We take the time to understand your unique circumstances, goals, and financial concerns.
• Tailored solutions: Our strategies are customized to your individual needs and risk tolerance.
• Clear communication: We believe in open and transparent communication, ensuring you are always informed and empowered.

1. Retirement Planning

• Developing comprehensive plans to accumulate wealth and ensure a comfortable post-career.
• Optimizing your retirement accounts (401k, IRA, etc.)
• Providing guidance on late-in-life planning and distribution strategies.

2. Investment Planning

• Building and implementing diversified portfolios to align with your financial goals and risk tolerance.
• Regularly reviewing and adjusting your portfolio to ensure it continues to meet your needs.

3. Estate & Insurance Planning

• Developing estate plans such as wills, trusts, and power of attorney.
• Reviewing your insurance coverage to ensure you are adequately protected against potential risks.

4. Financial Wellness Coaching

• Developing financial plans to address specific life goals such as saving for a down payment on a house, funding your children's education, or achieving financial independence.
• Providing ongoing accountability and support to empower you to make informed financial decisions.

5. Tax Planning

• Collaborating with tax professionals to minimize your tax burden and maximize your returns.

Our Values

• Integrity: We adhere to the highest ethical standards of financial planning.
• Client-centeredness: Your needs and goals are our top priority.
• Empowerment: We believe in providing clients with the knowledge and tools they need to make sound financial decisions.
• Sustainability: We are committed to responsible investing and financial planning practices that consider the long-term impact on our clients and the environment.