We first connected with Impact Financial Group after attending a client appreciation event, invited by a dear friend. That initial experience left a strong impression, and it wasn’t long before I saw firsthand the professionalism and insight that define every interaction with their team.
From our initial discovery meeting with Impact to our most recent check-in, the guidance has been clear, practical, and empowering. The goal planning and tracking have been especially helpful, and what stands out most is how the advisors use “plain talk” to educate us—then leave the decision-making in our family’s hands. That approach has made us feel fully informed and confident in trusting Impact to help manage our life savings.
I’ve referred several friends to Impact Financial because I believe that earning money and keeping it are two very different skill sets. Their team has helped us avoid costly mistakes and taught us how money really works. If you’re looking for an advisor who leads with integrity, goes above and beyond to build trust, and treats you like family, Impact is the team you want by your side.
Beverly and Daryl D., Clients
Together, we can work to keep you on-track toward your financial goals.
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