For Individuals

Impact Retirement Advisors, LLC (“Impact Retirement”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an Investment Advisor. Registration does not imply a certain level of skill or training. The information on this website has not been approved or verified by the SEC or by any state securities authority. This is not an offer or solicitation for investment advisory services, or other products or services in any jurisdiction where Impact Retirement is not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulation of that jurisdiction. 

Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. Neither personalized services nor the scope or nature of financial planning should be construed as guarantees of a particular outcome. Clients are free to accept or reject any planning recommendations provided by Impact Retirement and may choose to implement accepted recommendations with the professional(s) of the client’s choosing. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, as well as economic and market conditions.

Impact Retirement is neither a law firm nor an accounting firm and does not provide legal, tax, or accounting advice of any kind. Website visitors and clients should consult an attorney or tax professional regarding their specific legal or tax situation. Clients should refer to their services agreement to determine the scope of ongoing monitoring provided under their engagement. All investments involve risk, including the possible loss of some or all of the principal amount invested. Past performance does not guarantee future results.

Impact Retirement communications and communications emanating from its social media are for informational purposes only and are not intended as an offer or solicitation for the purchase or sale of any financial instrument, or as an official confirmation of any transaction or an advertisement of investment advisory services. The Impact Retirement website provides its users links to social media sites and email. The linked social media and email messages are pre-populated posts or messages. However, these posts or messages can be deleted or edited by Impact Retirement at any time without prior notification. 

Hyperlinks to third-party websites contain information that may be of interest or use to you. Third-party websites, research, and tools are from sources deemed reliable. Impact Retirement does not guarantee the accuracy or completeness of the information and makes no assurances with respect to results to be obtained from their use.