At Impact Financial Partners we recognize the importance of answering not only these questions but so many more. We are here to partner with you for successful investment management. Clients receive proactive management of their assets according to their goals while also factoring in the risk they are willing to take. A strong emphasis is placed on tax efficiencies within portfolios and remaining disciplined to the respective long-term and/or short-term goals.

At Impact Financial Partners, we take a holistic approach when it comes to our clients’ situations. We recognize that no two people are exactly the same and each person’s situation is different. Our background, experience and expertise in the areas of investing, tax management, retirement planning, risk mitigation, estate planning and family dynamics allows us to help you see the big picture of not only your financial journey but your life journey as well.

INVEST

AREAS OF
SPECIALTY

Impact Financial Partners Specializes in these various investment account types and registrations:

Traditional IRAs, ROTH IRAs, Employer SIMPLE IRAs, Non-Qualified (Non-Retirement) accounts, Trust accounts, Individually owned accounts, Jointly owned accounts, directly held mutual fund accounts, variable annuity accounts, fee based accounts and more.