Impact Financial Planners
Sustainable, Responsible, Impact Investing (SRI)
Fee Only (Fiduciary) Financial Advisors specializing in SRI

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

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

N

Diversification

N

Strategic Rebalancing

N

Low Expenses

N

Tax Minimization / Deferral

N

In-line with your values

Where have you seen Impact Financial Planners – fee only (fiduciary) financial planners

Please fill out the following questionnaire if you would like an advisor from Impact Financial Planners to reach out to you.

bank accounts, investment accounts, IRAs, Roth IRAs, inactive 401ks (not including active 401ks)
total pretax income (not including investment income)
retirement, inheritance, marriage, divorce, home purchase, baby, etc
Tucson, AZ
(520) 325-0769
Scottsdale, AZ
(480) 447-7790
Las Vegas, NV
(702) 848-3033
Palm Springs, CA
(760) 316-5977
Albuquerque, NM
(505) 372-1777
Reno, NV
(775) 436-0757
Salem, OR
(503) 714-3797
Beverly Hills, CA
(424) 358-5410
Honolulu, Hawaii
(808) 731-8659
El Paso, TX
(915) 671-1345
Stuart, FL
(772) 742-1677
Rochester, NY
(585) 382-8377
Billings, MT
(406) 578-8527
Myrtle Beach, SC
(843) 699-2707