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.
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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
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The S&P 500 followed up the previous week’s strong gains with an increase of 0.5% last week. Decent economic data was encouraging but not strong enough to change expectations for much-desired interest rate cuts this year. The global MSCI ACWI climbed 0.3%. Heightened risks loom in the global market from tanker attacks and Hong Kong protests. The Bloomberg BarCap Aggregate Bond Index was unchanged as expectations for economic growth remained subdued. Read more
