Your Investments, Managed with confidence.

As you enter or near retirement, your investment strategy needs to evolve. The goal is no longer just aggressive growth, but preserving your wealth, generating reliable income, and managing risk so you can have confidence in your financial future. At Impact Financial, we provide personalized investment and wealth management services designed specifically for individuals like you.

We understand the unique challenges and opportunities that come with managing wealth in this stage of life. Our approach is built on a foundation of trust, transparency, and a deep understanding of your personal goals.

Investment Management

Two people walking in the desert among sand dunes and rock formations, with clear sky overhead.

We don't believe in one-size-fits-all solutions. Instead, we take a thoughtful, disciplined approach to managing your wealth, focusing on:

  1. Risk Management and Preservation: The primary goal of your portfolio is to protect the assets you've worked so hard to build. We focus on strategies that manage risk and volatility, in an effort to work toward safeguarding your portfolio against potential volatility.

  2. Generating Reliable Income: We structure your investments to provide a consistent income stream that can support your lifestyle and cover your expenses throughout retirement. This can include a mix of dividend-paying stocks, bonds, and other income-generating assets.

  3. Tax Efficiency: Every dollar you save on taxes is a dollar you get to keep. We manage your portfolio with tax implications in mind, using strategies that aim to minimize your tax burden and maximize your after-tax returns.

  4. Personalized and Transparent Portfolios: Your portfolio will be customized to your specific needs, risk tolerance, and long-term goals. We'll always keep you informed about your investments and explain our decisions in clear, easy-to-understand language.

Our Investment Management Philosophy

Common concerns we address

  • How can I mitigate my savings from market downturns?

  • Am I taking on too much or too little risk for my age?

  • How should I allocate my assets to generate steady income?

  • What is the most tax-efficient way to manage my portfolio in retirement?

  • Should I be concerned about inflation and its impact on my purchasing power?

Additional Services

Make a lasting impact on your finances.