At Impact Advisors Group, we believe that when we choose to surround ourselves with good people who have chosen to become best-in-class at their chosen purpose, there is no limit to what we can accomplish together. We call this a “Success Team.”
Impact Advisors Groups collaborates with top professionals such as CPAs, Attorneys and Insurance Agents to help clients maximize the impact of their Success Team.
CFP®, CEPA®, CVGA®, CLU®, MSA, EA &
Director of Business Planning
a.k.a. Coach
CFP®, CFA®, RICP®, M.A. (Cantab) &
Director of Investments
a.k.a. Captain
CFP®, RICP®, CExP®, CASL®, AEP® & Director of Financial Planning
a.k.a. Mr. Civil
We have developed excellent working relationships with the following types of professionals. As such, we believe this improves the odds of success that clients will achieve a desirable outcome.
1. Outsourced Chief Value Officer
2. Outsourced Chief Financial Officer
3. Outsourced Chief Operations Officer
4. Outsourced Sales Director
5. Legal – Trust & Estate Law
6. Legal – Corporate Law
7. Tax – Planning
8. Tax – Preparation & Compliance
9. Insurance – Property & Casualty
10. Insurance – Life & Disability
