Financial Planning*

A well-designed financial plan helps you towards your life goals and guides you along your financial path. Impact Planners will analyze your financial foundation, design a comprehensive plan to help meet your unique needs, and give you the tools to make the right choices for a successful financial future.

Investment Management & Strategy*

Having a personalized investment plan is essential for long-term financial independence. We’ll analyze your financial situation, current investments, objectives, and risk profile to develop a custom investment portfolio. From there, we’ll continue to monitor your investments and make adjustments as the marketplace changes and your needs evolve.

Educational Planning*

One of the most important decisions you’ll make as a parent is planning ahead for your children’s higher education. We’ll explain your options—including 529 plans, custodial accounts, and investment alternatives, such as Roth IRAs—and help you select the right strategy to ensure your child’s future college expenses are addressed.

Retirement Planning*

Make the right financial decisions now so you can enjoy a long retirement later. Impact Planners will assess your current financial strategy and help navigate your options—such as IRAs, Roth IRAs, SEP IRAs, and 401(k)s—for maximizing investments to help you gain financial independence. We also offer retirement solutions for small business owners and those who are self-employed.

Tax Management

Tax management plays a key role in your overall financial strategy. We’ll work with your accountant to help maximize deductions while reducing your tax liability through savings vehicles. We also will help you explore potential methods for achieving tax deferral. And if you’re retired or close to retiring, it’s important to have a financial advisor help you create an ideal retirement income scenario that maximizes your income while limiting tax exposure.

Estate Conservation & Charitable Gifting

One of the best things you can do for your family is to preserve your financial future.  Impact Planners will help you understand wills, trusts, beneficiary designations, asset protection, power of attorney, charitable donations, and any applicable taxes. We partner with attorneys experienced in estate planning to determine the best solution for you.

Insurance Analysis

Lacking adequate insurance can result in serious financial consequences. With so many options, finding the right type of insurance and amount of insurance can be overwhelming. Impact Planners will help determine how your insurance needs best fit into your overall financial plan. We’ll also provide guidance in selecting the right type of life and disability insurance coverage for you and your family.

Start Planning Your Future Today

We are here to help provide you with financial strategies and the goal of financial independence. The experienced financials professionals at Impact Planners have the knowledge you need to grow and preserve your wealth. To gain financial freedom and peace of mind, contact Impact Planners at (615) 369-1611 or submit an online contact form.