Simple Impact LLC financial advisers can help unlock the potential of SAVERS
We believe finances should be simple and impactful. Our objective is to empower SAVERS to accumulate wealth with education and improved decision-making. As fiduciary asset managers, we work with our clients to learn their long-term goals and curate customized plans based on their needs. We develop mutually beneficial relationships with you by maintaining a transparent and ethical process.
As your income increases, we’ll guide you to save, invest, or pay off student debt. We educate you on important financial choices from employer’s fringe benefits, retirement plans, large purchases, building credit, to budgeting basics. As experienced advisers, we help you understand financial pitfalls and how to avoid them. Our clients become smarter, more confident, and financially prepared for their next big risk or career move.
Core advice is affordable when applied to daily choices. To schedule an appointment and explore a world of financial possibilities,
Here are a few links helpful links for SAVERS:
- Basic budget starter
- Understanding and managing debt
- Student loan repayment from the office of Federal Student Aid
- Student loan Q & A from Consumer Financial Protection Bureau
- Choosing a prepaid credit card
- Checklist on how to review your credit report
- ESG acronyms and vocabulary
- Learning to invest: defining terms
- Why asset allocation important—consumer guidance from FINRA
- What is a Roth IRA
- 529 education savings plans and their impact on financial aid
- Financial literacy for your little ones
- Building emergency fund
- Homebuyer roadmap and preparing for your first mortgage
- Section 125 employer benefits explained
- Beginner's guide to planning a wedding
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