Simple Impact provides investment advice and services:

  • Accumulation Phase:  Recieve a custom action list reflecting your stated priorities, and additional suggestions from our experience.
  • Retirement planning:  Distribute your assets in a tax-advantaged way to provide comfort and dignity in your golden years.
  • Estate planning:  Asset preservation strategies to provide for the next generation and your loved ones.
  • Risk management:   Protect the assets you've built with conventional and progressive strategies.
  • Business planning:  Transition your business to the next stage by creating your exit strategy,  that can also help you grow and attract talent today.
  • Taxation:  Learn habits that can minimize your tax burden with tax exempt, tax deferred, and tax timing strategies that may save you money.  

We have investment models to offer you
We have allocation models for retirement income or growth portfolios. Simple Impact is known for our gender diversity investment strategy in separately managed accounts.