Local, retirement-focused planning
Our office is located at 85 Felt Road, Unit 503, South Windsor, CT 06074.
South Windsor Financial Advisor
Retirement Planning in South Windsor, Connecticut
Impact Financial Planning helps people approaching or enjoying retirement bring income, investments, taxes, Social Security and legacy decisions into one coordinated strategy.
Advice you can understand
We explain the reasoning behind recommendations so clients can make informed decisions.
Planning and investment management
We connect the financial plan with the investment strategy and review both as life evolves.
Serving Connecticut and Florida
Meetings may be held in person or virtually, subject to applicable registration and compliance requirements.
Start with a conversation
A complimentary consultation can help determine whether our process fits your needs.
Start with a conversation
Bring the pieces of your retirement plan together.
Discuss your goals, concerns and the decisions ahead—and learn whether Impact Financial Planning is the right fit.
Schedule a Consultation