Simple Impact LLC financial will advise and comfort SENIORS during retirement and help families understand.
Why choose Simple Impact LLC? Our objective is to stabilize SENIORS to maintain financial freedom. As fiduciary asset managers, we take time to learn your personal independence goals and then curate a customized plan based on your wants and needs. When it’s time, we also assist your family with the education and burden of wealth transfers. We develop mutually beneficial relationships with you by maintaining transparent and ethical processes with family members and professional service providers.
Often, our clients have built wealth from their personal hard work. SENIORS may be grateful but slowing down and often need a second opinion. We honor your outstanding life by encouraging you to align your investments with mobility, dignity, income planning, and housing goals. We gently guide you on wealth transfer strategies for spouses, gifting options, estate, income, and inheritance taxes to ease the burden on your heirs.
Your life story is worth telling; it would be our honor to learn more about you. Investments and assets are watched carefully in your best interest. Call or email to schedule an appointment.
Here are a few links helpful links for SENIORS:
- Travel tips
- Caregiving to those we love
- Independent living ideas for those with disabilities
- Loss of partner or spouse
- Advanced care planning and eldercare
- Cognitive health
- Tips for managing medicine for seniors
- Apple computer help
- Microsoft help
- Housing geographic readiness for retirement
- Activities of daily living checklist for planning elder assistance
- Helping out struggling adult children
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