Impact Financial

Impact Financial helps people optimize and simplify their finances through comprehensive financial services, tailored to each person's unique situation and goals. We offer financial planning, investment management & tax services with this focus. We are fee-only and an independent advisory firm, meaning we never earn a commission and are product agnostic. We are focused on what advice is best for your situation. We have core service offerings along with a few specialized areas of service: • Global/Cross-Border Financial Planning • Business Succession Planning & Business Value/Growth Consulting • Impact Investing - considering the impact your investments are making (social values, regional focus, environmental impact, etc.) If you are interested in talking more, please: Message me on LinkedIn Email me at bspencer@planningimpact.com Visit www.planningimpact.com & book an introductory call! Please note - no post, comment or activity on my LinkedIn profile should be taken as financial advice.