AMA Financial Advisors’ Services
To provide the best possible financial services, Impact Financial Planners evaluates all part of your financial situation.
- We evaluate your taxes to minimize your tax burden. We especially consider investment tax implications.
- We get a good understanding of your spending plan and retirement plan to determine your investment time horizon (when you need money).
- We review your insurance to make sure you are appropriately covered but not over covered.
- We look at your estate plan to insure that beneficiaries, will designations, and the structure of your estate plan effectively meet your desires.
Tap on our service categories below for details about each.