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
Analyze your current portfolio
With you, construct an individualized diversified portfolio
Evaluate as many scenarios as needed
Regularly review and re-balance
Evaluate spending needs and retirement goals
Develop a plan that will provide adequate resources (wealth management)
Actively manage your portfolio (asset management)
Tax Planning & Projections
Review past tax returns
Discuss tax laws and ways to minimize your tax liability
Review current insurance coverage
Discuss insurance needs/options
If needed, help get quotes
Estate & Real Estate Planning
Review existing estate plan
If needed, help getting estate plan documents
Review real estate investments and financing
Expat Financial Planning
Expat Investment Considerations
Mexico-US financial planning
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.
Get the free Sustainable, Responsible, Impact Investing Guide
Learn about Sustainable, Responsible, Impact Investing with our free eBook. By impactfinancialplanners.com
520-325-0769, firstname.lastname@example.org impactfinancialplanners.com