From the very beginning, we were impressed by how thoroughly our advisor at Impact Financial Group addressed our questions—no matter how detailed or specific. That depth of knowledge built trust quickly, and it gave us the confidence to move our entire retirement nest egg into their care.
Over time, the relationship has become one of the most valuable parts of our financial journey. It’s not just about managing money. It’s about knowing we have someone we trust who’s always just a phone call or email away. That kind of responsiveness and reliability has made a real difference in our lives.
Impact Financial Group is the reason my husband felt comfortable leaving a job he loathed. Our Impact advisory team didn’t just show us the data, they gave us the encouragement and confidence to know he had saved enough to retire. Thanks to them, I got my husband back. They’ve been our steady source of insight and reassurance every step of the way.
Allison and Jason T., Clients
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