Why choose this provider?
Impact Financial Planners specializes in providing sustainable, responsible, impact investing (SRI) solutions to clients in Sunrise Manor and the surrounding areas. It offers a broad range of services, including investment management, retirement planning, tax planning, and insurance analysis. The firm analyzes each person's investment portfolio, diversifying and rebalancing it according to their risk appetite and financial goals. Impact Financial Planners also assists with effective altruism, helping donors direct their funds toward options that give the most impact per dollar.