Impact Wealth Advisory Group, LLC Information

Impact Wealth Advisory Group, LLC™ is devoted to understanding the challenges that individuals, families and businesses confront in managing significant financial resources. Our 360° view of your business and personal financial health creates a personalized framework to guide us in developing a comprehensive and achievable wealth-building strategy for you. By combining this strategy and our unique capabilities to your specific needs, it empowers you to confidently build a sound financial future. As your independent wealth advisor, we strive to remove the doubt and fears commonly associated with fulfilling your long-term goals and offer a level of comfort that comes when you have a sound investment plan in place. With prudent investing and planning, we can help you attain that security. Our Vision: We are devoted to understanding the challenges that individuals, families and businesses confront in managing significant financial resources. We are reliable, service-focused and responsive wealth advisors for your business and personal growth. We believe in building long-term relationships through trust and integrity. OUR SERVICES At Impact Wealth Advisory Group, LLC™, we provide personalized and comprehensive services to meet your business and personal needs. INVESTMENTS Stocks Bonds Mutual Funds Exchange Traded Funds (EFT’S) Fee-Based Asset Management Asset Allocation Tax-Advantaged Instruments RETIREMENT PLANNING IRA’s Roth IRA’s Simple IRA’s 401 (K) Plans 401 (K) Rollovers Annuities Simplified Employee Pension Plans (SEP’s) ESTATE PLANNING Trust Planning Wealth Preservation Strategies Succession Planning Gifting Charitable Giving Education Tax Planning Family Investment Planning EDUCATIONAL PLANNING 529 Plans Educational IRA’s Custodial Accounts INSURANCE & RISK MANAGEMENT Life Insurance Long –Term Care Insurance Disability Income Business Insurance