Retirement Planning

Impact Financial Planners uses MoneyGuidePro software to begin the retirement planning process.  Having a plan to meet your financial goals is generally our fist step.  Your retirement plan will help us define an appropriate investment policy.

Whether your goal is to sail the Mediterranean or spend time with your grandchildren, we can help you create a plan to help ensure your goals become your reality.

 At Impact Financial Planners we offer comprehensive retirement planning to help you prepare for future retirement or make the most of your retirement if you have already retired. We explore variables such as life expectancy, income, as well as your needs wants, and wishes. Together we can build a plan to help you enjoy retirement without having to worry about your financial plan.

We understand high net worth clients often have more complicated needs and we have the experience and expertise to provide the services you require. Charitable giving and planning for distributing generational wealth is one of the ways we help our clients prepare for retirement. 

 As an Impact client we will keep in touch with you to stay on top of any changes and update your plan accordingly. You  also have the option to meet with us as often as you like.

Retirement Planning

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Evaluate spending needs and retirement goals

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Develop a plan that will provide adequate resources (wealth management)

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Actively manage your portfolio (asset management)

1860 East River Road, Suite 112
Tucson, AZ 85718
(520) 325-0769
9375 E Shea Boulevard, Suite 100
Scottsdale, AZ 85260
(480) 447-7790
4640 Admiralty Way, Suite 500
Marina del Rey, CA 90292
(424) 358-5410
1003 Bishop St, Ste 2700
Honolulu, HI 96813
(808) 731-8659

Get a free Sustainable, Responsible, Impact Investing Guide

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Learn about making an impact with your investments without sacrificing returns.

AIO Financial, 520-325-0769

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