Our Services
Higher Impact Financial offers integrated financial planning and investment management services so that you can feel fully confident in your financial strategy and leave a multi-generational impact.
Financial Planning Services
Estate Planning
Estate planning ensures your loved ones and assets are protected and mapped out according to your wishes. Our partnership with Wealth.com makes the estate plan creation process tremendously easy. Most people do not have proper legal documents to protect themselves, their family, or their assets. The world-class technology we use gives all clients the opportunity to put an estate plan in place.
Tax Planning
This is where many clients see the magic of financial planning. Sometimes, simple changes to your financial strategy can significantly impact how much you owe in taxes. We use ethical, proactive, and easy-to-understand strategies that reduce how much you pay your old friend, the IRS.
Business Consulting
Whether you are just starting out or are established in your business endeavors, Higher Impact Financial is here to coach business owners and entrepreneurs through essential questions like entity structure, tax and estate planning, and how to reach your financial goals.
Debt Management
We work with you to create a tailored game plan so that you don’t feel burdened by debt. Everyone has a different comfort level around debt. Our job is to develop a strategy that ultimately helps save you money and stress. We believe debt can be a tool for good or great harm, and we’ll help you navigate those decisions.
Insurance Strategies
Using our business partners, we review your P&C, life, disability, and business insurance to protect you, your family, and your valuable assets. It’s not common for financial planners to spend the time doing this, but we feel it’s a critical part of your financial strategy!
Asset Management Services
Investment Management
This service includes portfolio management, trading and monitoring, and tax harvesting. Asset management is perfect for someone who wants to delegate their investing journey to a professional! We have a long-term investing focus and philosophy. We’re proud to partner with Altruist as our primary custodian to provide clients with the ability to open and fund accounts on their phones through an easy-to-use mobile app while monitoring their investments with total transparency.
How can we help?
Fill out the form below to get in touch and see how we can help you make a higher impact with your finances.