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Lisa and Tim K. Story


We first heard about Impact Financial Group through word-of-mouth recommendations from several colleagues at my former employer. Their consistent praise made us curious, and once we connected with Impact, we quickly understood why so many people trusted them.

Our advisor has been our go-to guide through some major life transitions from downsizing our home, my husband’s retirement, and my own severance and eventual retirement. Their guidance has been essential in helping us make confident, informed financial decisions every step of the way.

For anyone considering working with Impact Financial, we’d say it’s absolutely a positive step toward securing your financial future. Their support has brought us clarity, self-assurance, and a strong sense of partnership.

Lisa and Tim K., Clients

Together, we can work to keep you on-track toward your financial goals. Request a consultation to learn more.
 

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