Impact Financial Planning

Impact Financial Planning

Financial-Services

Southfield, Michigan
United States
Company Tagline

Making an impact, by using customized wealth solutions, to help you achieve financial success.

Industry Category
Financial-Services
Company Description

Impact Financial Planning is dedicated to helping families, business owners, professionals, and those preparing for retirement achieve their financial goals. With decades of collective industry experience, Impact Financial Planning focuses on comprehensive planning, crafting tailored strategies to suit each client's unique circumstances. The team provides expertise in wealth management, estate planning strategies, asset protection, business succession planning, and retirement planning.

Impact Financial Planning operates from its primary location at 2000 Town Center, Suite 1625, Southfield, Michigan 48075, US, as well as an additional office at 8755 W Higgins Rd, Suite 200, Chicago, Illinois 60631, US. The firm is committed to delivering personalized financial solutions that empower clients to make informed decisions and build a secure financial future. Impact Financial Planning aims to be a trusted partner in navigating the complexities of financial planning and wealth management.

Impact Financial Planning understands the importance of having a sound financial strategy in place. The firm’s professionals are dedicated to helping clients develop customized plans that align with their objectives. We invite the management team at Impact Financial Planning to create a customized and exclusive company showcase and product listing on our platform to further highlight their services.

Impact Financial Planning se consacre à aider les familles, les propriétaires d'entreprises, les professionnels et ceux qui se préparent à la retraite à atteindre leurs objectifs financiers. Avec des décennies d'expérience collective dans le secteur, Impact Financial Planning se concentre sur la planification globale, en élaborant des stratégies sur mesure pour répondre aux circonstances uniques de chaque client. L'équipe fournit une expertise en matière de gestion de patrimoine, de stratégies de planification successorale, de protection des actifs, de planification de la succession d'entreprise et de planification de la retraite.

Impact Financial Planning opère depuis son emplacement principal au 2000 Town Center, Suite 1625, Southfield, Michigan 48075, États-Unis, ainsi qu'un bureau supplémentaire au 8755 W Higgins Rd, Suite 200, Chicago, Illinois 60631, États-Unis. L'entreprise s'engage à fournir des solutions financières personnalisées qui permettent aux clients de prendre des décisions éclairées et de bâtir un avenir financier sûr. Impact Financial Planning vise à être un partenaire de confiance pour naviguer dans les complexités de la planification financière et de la gestion de patrimoine.

Impact Financial Planning comprend l'importance d'avoir une stratégie financière solide en place. Les professionnels de l'entreprise se consacrent à aider les clients à élaborer des plans personnalisés qui correspondent à leurs objectifs. Nous invitons l'équipe de direction d'Impact Financial Planning à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur leurs services.

Key Personnel / Employees
Brian Marois AAMS® Jared Weinerman ChFC® BFA™

Compare Companies Side by Side

Compare Impact Financial Planning with 3 companies in Financial-Services

4 Companies
Comparison Field
Impact Financial Planning
Impact Financial Planning
Main Company
Zenith Finserve
Zenith Finserve
View Profile
McAdam Financial
McAdam Financial
View Profile
Founded Year
2020 2014 2008
Company Size
2-10 11-50 201-500
City
Southfield, Michigan Mumbai, Maharashtra London, England Philadelphia, PA
Country
United States India United Kingdom United States
Skills & Keywords Comparing with main company
17 Total Skills
Financial Planning Wealth Management Retirement Planning Estate Planning Investment Advisory Asset Protection Business Succession Investment Planning Charitable Giving/Legacy Planning Business Owner Planning Cash Flow Analysis Education Strategies High Net Worth Estate Planning Strategies Risk Management Insurance Planning Tax Reduction Strategies
9 Total 2 Common 7 Unique
Match 12%
Common Skills:
Estate Planning Financial Planning
Unique Skills:
Budgeting Cash Flow Planning Comprehensive Financial Management Debt Management Loan Advisory Tax Planning +1
9 Total 9 Unique
Unique Skills:
Estate Management Fees Planning Fund Management Inheritance Planning Pensions Protection Planning +3
13 Total 1 Common 12 Unique
Match 6%
Common Skills:
Financial Planning
Unique Skills:
401(K) Optimization Advisory Business Owner Services Charitable Giving College Savings Planning Divorce Financial Planning +6
4
Total Companies
2008
Oldest Founded
3
Countries
44
Unique Skills

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Alternative Company Names

This company is also known as

Impact Financial Planning 影响力财务规划 इम्पैक्ट फाइनेंशियल प्लानिंग إمباكت للتخطيط المالي Импакт Финансовое Планирование