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

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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.

Tucson, AZ
(520) 325-0769
Las Vegas, NV
(702) 848-3033
Scottsdale, AZ
(480) 447-7790
Albuquerque, NM
(505) 372-1777
Palm Springs, CA
(760) 316-5977
West Palm Beach, FL
(772) 742-1677
St George, UT
(435) 538-9277
Boise, ID
(208) 408-0377
Honolulu, Hawaii
(808) 731-8659
El Paso, TX
(915) 671-1345
Beverly Hills, CA
(424) 358-5410
Rochester, NY
(585) 382-8377
Ventura, CA
(424) 358-5410
Boulder, CO
(720) 779-0275
Issaquah, WA
(425) 528-0877
Casper, WY
(307) 314-4877
Billings, MT
(406) 578-8527
Chicago, IL
(773) 938-3787
Portland, OR
(503) 714-3797
Charlotte, NC
(704) 980-7870

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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