Families We Can Best Serve

Impact Financial is a boutique financial services company that specializes in helping baby boomers achieve their retirement goals.

We accomplish that by focusing our time, resources, and research in areas we believe most matter to our clients—creating lifetime incomes, managing risks, and preserving capital.

We have also intentionally kept our practice boutique-size to give each of our clients our undivided attention and high-level personal service. For that reason, we take on new clients only on a referral basis.

Most of our clients have been with us for years, and many for decades. We believe these long-term relationships are what set our practice apart and give us the crucial insights into our clients’ needs, concerns, and aspirations, on which we formulate our advice.

Similar to the way we choose our friends and life partner, we believe individuals should pick financial advisors who share their life view and personal values. Above all, someone they can trust to help them achieve their retirement goals.

While every client we serve is unique, the following are some universal qualities they share that make them the best clients, and ones we are privileged to serve:

  • Retired or within five years of retirement
  • Enthusiastic about their life goals
  • Committed to financial independence
  • Appreciate the concept of 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 and healthy retirement!