Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Financial Impact Advisors, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Financial Impact Advisors we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Tell us a little more about your investment objectives and level of comfort with risk.
Please provide your name and email and we will have an advisor contact you.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Our research team follows a disciplined process when it comes to managing your investments. Learn more
Unfortunately, bad things happen. Our team of Insurance Specialists seeks to minimize the potential damage of unexpected life events. Learn more
Our team of CPA’s will help with your unique tax planning needs. Learn more
Our team will develop a comprehensive financial plan that is based on your goals and wishes. Learn more
Our team will help you determine how you’d like your assets distributed. Learn more
The mission of Financial Impact Advisors is to provide clients with confidence in pursuit of their financial goals. We are a wealth management firm based in Fort Atkinson, WI serving families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management.
Contact us today and let Financial Impact Advisors help you on your True Wealth journey.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Financial Impact Advisors is headquartered in Fort Atkinson, Wisconsin. Contact us today to speak with a financial advisor or financial professional.
Financial Impact Advisors’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
by Sarah Duey, JD, CFTA, CAP®, Vice President, Trust Services
Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will.
The foundation of your estate plan is a Last Will and Testament. Read more
The S&P 500 surged 4.5% last week as optimism about the Federal Reserve cutting rates and the quick end to potential tariffs on Mexican goods pushed markets higher. The global MSCI ACWI soared 3.6% as international markets participated in the surge, but not as much as domestic markets. The Bloomberg BarCap Aggregate Bond Index gained 0.4% as weak jobs data and the hopes of interest-rate cuts pushed rates lower and bond prices higher. Read more
Summer arrives – bees, picnics, nostalgia and the chaotic sound of kids everywhere. It’s enough to bring back memories of sweating behind a lawnmower or scrubbing grandpa’s car to get a few precious dollars to spend at the mall or the movies. Read more
Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor. Read more
Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more
Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more
By Jamie Hopkins, Director of Retirement Research at Carson Group
I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Read more
The S&P 500 plunged 2.6% last week as economic data remained soft and the Trump administration surprised investors by threatening tariffs on Mexico over immigration concerns, rather than trade negotiations. The global MSCI ACWI dropped 1.9% as international markets held up slightly better than the U.S. The Bloomberg BarCap Aggregate Bond Index soared 0.9% on worries tariffs and the associated uncertainty will push rates lower. Read more
