Impact Financial Planners’ Services

To provide the best possible financial services, Impact Financial Planners evaluates all parts of your financial situation.

  • We evaluate your taxes to minimize your tax burden.
  • We get a good understanding of your spending plan and retirement plan.
  • We review your insurance to make sure you are appropriately (not over) covered.
  • We look at your estate plan to insure that it effectively meets your desires.

Investment Review & Management

Z

Analyze your current portfolio

Z

With you, construct an individualized diversified portfolio

Z

Evaluate as many scenarios as needed

Z

Regularly review and re-balance

Retirement Planning

Z

Evaluate spending needs and retirement goals

Z

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

Z

Actively manage your portfolio (asset management)

Tax Planning & Projections

Z

Tax projections

Z

Review past tax returns

Z

Discuss tax laws and ways to minimize your tax liability

Z

Tax preparation

Insurance Analysis

Z

Review current insurance coverage

Z

Discuss insurance needs/options

Z

If needed, help get quotes

Estate & Real Estate Planning

Z

Review existing estate plan

Z

If needed, help getting estate plan documents

Z

Review real estate investments and financing

Expat Financial Planning

Z

Expat Investment Considerations

Z

Tax Planning

Z

Estate Planning

Any Other Financial Area

Depending on your needs, our financial advisors assist with:
Z

Education planning

Z

Charitable giving

Z

Inheritance

Z

Mexico-US financial planning

Z

And more!

Impact Financial Planners is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.

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

Sri ebook cover portrait 232x300

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

AIO Financial, 520-325-0769

Powered by ConvertKit
Share This