World War II leader and U.S. President Dwight D. Eisenhower made a paradoxical statement about preparation when he claimed that "Plans are useless, but planning is indispensable."
We don't believe that Financial Plans are useless, but we do believe that the real value and impact comes from the financial planning process itself. Specifically, we believe that the value is in the financial planning outcome, not financial planning output. By engaging in a financial planning process, clients improve their odds of achieving a desirable outcome for their family, for their business, and for themselves.
We refer to this as a client's Impact Plan.
According the the Certified Financial Planning Board, the financial planning process has 7 distinct steps.
Impact Advisors Group ("IAG") is committed to ensuring that clients receive financial advice from advisors that have a fiduciary obligation (under all circumstances) to clients. As such, 100% of IAG's advisors are CERTIFIED FINANCIAL PLANNER™ professionals. IAG will always place the client's best interest before the advisor or the firm itself.
IAG believes that it should only be good for us if it's good for you!
For Your Business, For Your Family, For You
Impact Advisors Group LLC (“[IAG]”) is a registered investment advisor offering advisory services in the State of Massachusetts and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Impact Advisors Group disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. IAG does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall IAG be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if IAG or a IAG authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
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