seeking to maximize both financial return and social good
Sustainable, Responsible, Impact Investing
You can make a positive impact through your investments without sacrificing financial return – through screening, shareholder advocacy and community investing.
Fee-Only Fiduciaries
Impact Financial Planners is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries.
Comprehensive
We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage.
Sustainable, Responsible, Impact Investing (SRI)
These are the three components of SRI that allow socially conscious investors to invest in-line with their values.
Screening
using positive and negative filters to select investments (avoid or include investments)
Shareholder Advocacy
Using the rights of a shareholder to influence the direction of business
Community Investing
Providing credit, equity, capital, and basic banking products to people who otherwise would not have access
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Insurance Analysis
Impact Investing
Bill Holliday, CFP®, AIF®, CSRIC™
Financial Advisor
Siu Castro
Operations Officer
Kataya Plett, WMS™
Financial Advisor
Argentina Rangel
Para Planner
Val Mendoza
Financial Advisor
Marcela Mendoza
Administrative Assistant
Linda Stratton, CFP®, EA, MBA
Financial Advisor
Pamela Mendoza
Paraplanner
We offer fee-only comprehensive financial planning services.
We are bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.
Fee-Only Fiduciary
Impact Financial Planners is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries.
Comprehensive
We work with you on all aspects of your financial well-being, including: asset management, retirement planning, taxes, estate planning, impact investing.
Virtual or In-Person
We have offices in Tucson, Phoenix, and Los Angeles but we work with clients virtually throughout the world and regularly travel to meet non-local clients.
Socially Responsible Investing
Sustainable, Responsible, Impact Investing
Sustainable Investing
Ethical Investing
Double Bottom Line Investing
Impact Investing
Green Investing
ESG Investing
Motivation For Sustainable, Responsible, Impact Investing
- Avoid undesired companies and/or industries
- A tool to make change in society
- Address a specific issue
Examples of Core Issues
Climate Change
Corporate Political Spending
Military and Weapons Production
Board Diversity
Global Labor Standards
Animal Welfare
Impact Financial Advisors uses a broad range of investment options including:
Individual stocks, bonds (corporate, municipal), alternative investments, market linked CDs, buffered enhanced notes, treasuries and CDs, limited partnerships, exchange traded funds (ETF), untraded REITs, mutual funds
Investment Pillars
Diversification
Strategic Rebalancing
Low Expenses
Tax Minimization / Deferral
In-line with your values
Where have you seen Impact Financial Planners – fee only (fiduciary) financial planners
