How does the advisor help clients – Key Takeaways:
IMPACT FINANCIAL helps clients achieve their financial goals by offering personalized financial planning and investment management services. Their team of experienced advisors provide guidance and expertise to help clients make informed financial decisions.
Here are some key takeaways about IMPACT FINANCIAL:
- They prioritize personalized and individualized approach to financial planning.
- They believe in a holistic approach, taking into account all aspects of a client’s financial life.
- They aim to educate and empower their clients to make smart financial choices.
Facts and Insights:
IMPACT FINANCIAL is a leading financial advisory firm with a strong track record of helping clients reach their financial goals. They are committed to providing superior service and financial expertise to individuals, families, and businesses.
The firm’s success can be attributed to their unwavering commitment to their clients and their in-depth knowledge of the financial industry. Their team of advisors constantly stay updated on market trends and use their expertise to help clients navigate the complex world of finance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 20+ | 15+ years |
Financial Services Offered:
IMPACT FINANCIAL offers a wide range of financial services to help clients achieve their financial goals and secure their future. Some of their services include:
- Financial Planning: They work closely with clients to create customized financial plans based on their goals and needs.
- Investment Management: Their team of advisors provides personalized investment strategies to help clients grow and protect their wealth.
- Tax Planning: They help clients minimize their tax burden and maximize their income through strategic tax planning.
- Estate Planning: IMPACT FINANCIAL helps clients develop effective estate plans to preserve their legacy and provide for future generations.
Client Types:
IMPACT FINANCIAL caters to a diverse range of clients, including:
- Individuals and families seeking financial guidance and planning.
- High net worth individuals looking for sophisticated investment strategies.
- Businesses in need of employee benefits and retirement planning solutions.
Fees & Compensation:
At IMPACT FINANCIAL, they believe in transparency and believe that a client’s success is their success. They offer fee-based services, which means they are compensated by a percentage of the assets they manage for a client.
Their fees are based on a client’s individual needs and goals, and they strive to keep them competitive and fair. They also offer a complimentary initial consultation to discuss a client’s financial situation and goals, with no obligation to proceed.
Background:
IMPACT FINANCIAL was founded in 2005 and has since established a strong reputation in the financial advisory industry. Their team of advisors brings a wealth of knowledge and experience to the table, and they are constantly striving to stay ahead of market trends and industry changes.
Their commitment to providing top-notch service and personalized financial advice has earned them the trust and loyalty of their clients over the years.
Financial Advisor Disclosures to Know:
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or disclosures. Some important disclosures to know about IMPACT FINANCIAL include:
- They are a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
- They have no disciplinary actions or regulatory events on their record.
- They have a fiduciary duty to act in the best interest of their clients at all times.