Families We Can Best Serve

Impact Financial is a boutique financial services firm specializing in helping baby boomers achieve their retirement goals.

We do this by focusing our time, resources, and research on the areas that matter most to our clients — creating lifetime incomes, managing risks, and preserving capital.

We have intentionally kept our practice boutique-size so we can provide every client with our undivided attention and a high level of personal service. Most of our clients have been with us for years, many for decades. These long-term relationships are what set our practice apart and give us the deep understanding of our clients’ needs, concerns, and aspirations that informs the advice we provide.

Just as we choose our friends and life partners based on shared values, we believe individuals should choose financial advisors whose worldview and personal philosophy align with their own. Above all, someone they can trust to help them achieve their retirement goals.

While every client we serve is unique, many share the following qualities that make them the best clients — a privilege to serve:

• Retired or within five years of retirement
  
• Enthusiastic about their life goals
  
• Committed to financial independence
  
• Appreciate simplicity
  
• Open to professional advice
  
• Have investable assets of $1M or more

Whether or not you are one of our clients, we genuinely wish you a happy, healthy, and fulfilling retirement.