Impact Financial helps people optimize and simplify their finances through comprehensive financial services, tailored to each person's unique situation and goals. We offer financial planning, investment management & tax services with this focus.
We are fee-only and an independent advisory firm, meaning we never earn a commission and are product agnostic. We are focused on what advice is best for your situation.
We have core service offerings along with a few specialized areas of service:
• Global/Cross-Border Financial Planning
• Business Succession Planning & Business Value/Growth Consulting
• Impact Investing - considering the impact your investments are making (social values, regional focus, environmental impact, etc.)
If you are interested in talking more, please:
Message me on LinkedIn
Email me at bspencer@planningimpact.com
Visit www.planningimpact.com & book an introductory call!
Please note - no post, comment or activity on my LinkedIn profile should be taken as financial advice.
Company Details
- Employees
- 3
- Address
- 231 S La Salle St, Suite 2100,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.planningimpact.com
- Keywords
- Financial Planning, Investment Management, Tax Services, Global Financial Planning, Impact Investing, Succession Planning, Business Exit Planning, Cross Border Planning, Retirement Planning, Estate Planning, Tax Preparation, Tax Planning.
- HQ
- Chicago, Illinois
Impact Financial Questions
Impact Financial's website is http://www.planningimpact.com
Impact Financial's LinkedIn profile is https://www.linkedin.com/company/impactfinancial
Impact Financial has
3 employees.
View email and phone details for 3
employees at Impact Financial.
Impact Financial's industry is
Financial Services
Impact Financial's top competitors are
Impact Financial Group Llc,
Impact Financial, Llc.,
Eden Financial,
Mandala Financial Advisors,
Impact Financial,
Impact Financial Solutions,
Impact Financial,
Legacy Care Wealth,
Impact Financial Group,
Impact One.
Impact Financial's categories are Financial Services
