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.
Evaluate spending needs and retirement goals
Develop a plan that will provide adequate resources (wealth management)
Actively manage your portfolio (asset management)
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