How we work


You Are Never Alone

We get it. Life can get complicated and balancing priorities takes time that many of us have very little of. This often means finances are left behind.

At Impact Financial Group, we work with you to help delegate financial decisions so you can free up time for the more important, and fun, things in life.

We don’t want you to feel alone. We have your back now and in the future. Whether business or personal, we use your customized plan, and the Ameriprise suite of tools and services, to organize, simplify, and protect your future.

Every day, we are on a mission is to engage, inform, and empower you so you can confidently navigate life's journey.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies

Community participation

Leonid Grabovsky serves on the executive board for the Jewish Federation of Greater Indianapolis and is the VP of the Jewish Community Center

Marina Grabovsky serves on the board for the Hasten Hebrew Academy

Larry Turow is campaign chair as part of the executive board for the Jewish Federation of Greater Indianapolis

We also actively give of our time to the following organizations:

ArtMix

Boys and Girls Club

Fairbanks

Jewish Community Center

Jewish Federation of Greater Indianapolis

Knowledge is Power Program (KIPP) Indy Public Schools

Penrod Arts Festival

Special Olympics

The Alzheimers Association

The Damien Center

Working with us

Ameriprise financial advisors deliver personalized financial advice to help you achieve your goals, today and tomorrow. Your advisor takes the time to understand what’s truly important to you. Together, they will document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected.

Take the first step toward a more confident financial future by setting up an initial conversation.

What to expect from the first meeting

Your first meeting is complimentary and will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together.

To help your advisor understand your current financial status, it’s helpful to share information on accounts and income. Examples include:

  • Current income and expenses
  • Bank and investment statements
  • Home and real estate
  • 401(k) and IRA accounts
  • Insurance policies

Additionally, consider future financial goals you would like to achieve, including both short- and long-term goals.

Questions to consider before you meet

To prepare for your first meeting, think about your current financial picture and priorities. To help, consider these financial questions:

  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a recent event cause you to seek advice?
  • What are you looking for from a financial advisor? What are you not receiving currently?

What you’ll receive going forward

Your first meeting is just the beginning of an ongoing relationship and process. When you work with an Ameriprise advisor, you can expect:

  • One-to-one financial advice based on your goals and needs
  • Personalized recommendations for a diversified portfolio, and solutions to protect you from uncertainty
  • Regular meetings to review your goals, progress and investments
  • Anytime access to your investments, and digital tools to help you stay on track

With right advice supported by research and online tools to track your progress, we can help you feel confident, connected and always in control of your financial life.