hand stacking 3 towers of quarters representing individual wealth management

As an Investment Advisory Representative (IAR) registered with LifeMark Securities, Impact Solutions can provide financial advising in all aspects of life. Whether you need a starting point in retirement, college education, or life planning, our team strives to create a strategic plan with each client.

Piggy Bank next to post-it notes displaying IRA, ROTH, and 401K

Offering 401ks or other retirement plans promotes financial security for employees while increasing employee retention.

Older couple sitting on their couch for retirement planning

Retirement planning is a crucial aspect of financial stability in later years. It involves preparing for retirement by saving money, investing wisely, and considering factors such as Social Security, pensions, and healthcare costs. With a longer lifespan and rising healthcare costs, proper retirement planning is vital to ensure a comfortable standard of living in one’s golden years.

couples hands holding a small wooden home representing estate planning

Estate planning is the process of arranging and managing one’s assets during their lifetime and upon death. Impact Solutions can help create and implement documents such as wills, trusts, durable powers of attorney and advanced healthcare directives to ensure that yours and your family’s assets are protected and distributed accordingly.