Impact Financial Planners’ Services

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

  • We evaluate your taxes to minimize your tax burden. We especially consider investment tax implications.
  • We get a good understanding of your spending plan and retirement plan to determine your investment time horizon (when you need money).
  • We review your insurance to make sure you are appropriately covered but not over covered.
  • We look at your estate plan to insure that beneficiaries, will designations, and the structure of your estate plan effectively meet your desires.

Tap on our service categories below for details about each.

Investment Review & Management

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Analyze your current portfolio

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With you, construct an individualized diversified portfolio

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Evaluate as many scenarios as needed

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Regularly review and re-balance

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)

Tax Planning & Projections

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Tax projections

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Review past tax returns

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Discuss tax laws and ways to minimize your tax liability

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Tax preparation

Insurance Analysis

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Review current insurance coverage

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Discuss insurance needs/options

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If needed, help get quotes

Estate & Real Estate Planning

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Review existing estate plan

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If needed, help getting estate plan documents

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Review real estate investments and financing

Expat Financial Planning

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Expat Investment Considerations

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Tax Planning

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Estate Planning

Any Other Financial Area

Depending on your needs, our financial advisors assist with:
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Education planning

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Charitable giving

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Inheritance

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Mexico-US financial planning

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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
3260 N Hayden Road, Suite 210
Scottsdale, AZ 85251
(480) 447-7790
4640 Admiralty Way, Suite 500
Marina del Rey, CA 90292
(424) 358-5410

516 E Whitehouse Canyon Rd
Green Valley, AZ 85714
(520) 325-0769

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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