Impact! Partners Financial

Impact! Partners Financial is an independent retirement planning firm. We help retirees and pre-retirees plan for their financial independence with the guidance and service they deserve. Impact! We’ve helped thousands of clients realize their retirement dreams. Our primary areas of focus are retirement income planning, wealth management, 401(k)/individual retirement account (IRA) guidance and asset protection. Our firm offers the following products and services: retirement income strategies, wealth accumulation strategies, asset protection, annuities, life insurance, tax minimization strategies, long-term care strategies, IRA and 401(k) rollovers, trusts, probate, charitable giving strategies, estate planning, tax planning and IRA legacy planning. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions. Impact! Partners Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Impact! Partners Financial are not affiliated companies.