What counts in life is not the mere fact that we have lived. It is what difference we have made to the lives of others that will determine the significance of the life we lead. Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan. Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Services
Our Financial Advisors work with passionate professionals who are living busy lives, helping to ensure their financial decisions reflect their deeply held values. At Impact Financial Advisors, we believe that you are more important than your money. Your money is merely a tool that can be used to "Impact the Future" for yourself and the people and causes that you care most about.
Before my life as a financial planner, I was in full-time ministry encouraging college students to grow in their personal faith at a pivotal time in their lives. I also worked as a junior high math teacher in an underserved community. I have always been drawn to jobs that are about helping people become their best version of themselves.
Thomas is a Northern California native with roots in the Midwest. In early 2021 Thomas was engaged to his high school sweetheart and they are now planning a wedding. He has a competitive spirit and a love for automotive racing of all kinds. He prides himself in knowing his clients on a personal level and aims to be a lifelong resource for his clients.
Shawna has been the Client Services Manager at Impact Financial Advisors since February of 2012. She manages the day to day operations and works directly with advisors Paul Romo and Thomas May to create a meaningful client experience. Prior to working with Impact Financial Advisors, Shawna spent 12 years managing a woman's apparel store.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
Reviews (7)
Kingoffunny
Jan 29, 2022
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Impact Financial Advisors have provided me with a tremendous amount of knowledge about helping me grow my retirement investments. They are very professional, and very friendly and helpful.
I feel confident in Thomas with providing me with accurate and current information.
I highly recommend this company.
I feel confident in Thomas with providing me with accurate and current information.
I highly recommend this company.
Guy Giles
Jan 14, 2022
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Drew Simms
Dec 04, 2021
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Impact Financial Advisors has been nothing but great to us. My wife and I have known we need some help/ guidance with our retirement plan full finical stability as well as create a working path for generation wealth. What works for everyone is different and everyone's plan is very unique to them and their situation. We have been and will continue to work with Thomas, he is very detailed and communitive. He has and continues to be a great asset for us, and our ever changing road map of life.
Have recommended and will again, to anyone looking for help.
Have recommended and will again, to anyone looking for help.
Keith Hightower
Nov 29, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
These guys are fantastic! Paul Romo has been my advisor for over 15 years and has helped me through to success in many situations over the course of my career. Thomas May is absolutely the expert you need to consult with for Long Term Care policies. Both are highly recommended!
These guys are fantastic! Paul Romo has been my advisor for over 15 years and has helped me through to success in many situations over the course of my career. Thomas May is absolutely the expert you need to consult with for Long Term Care policies. Both are highly recommended!
Louis D.
Nov 23, 2021
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Positive: Professionalism, Responsiveness
Thomas May was recommended to me by a coworker and he was extremely helpful at teaching me about and helping me find disability and life insurance. He was quick to respond to my questions and was great at keeping me updated and on track throughout the process. I would highly recommend!
Thomas May was recommended to me by a coworker and he was extremely helpful at teaching me about and helping me find disability and life insurance. He was quick to respond to my questions and was great at keeping me updated and on track throughout the process. I would highly recommend!
Jessica Lee
Nov 20, 2021
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I didn't know much about life insurance since it wasn't something that my parents taught us. When I got a stable job, my uncles encouraged me and I reached out to Thomas May. He was very knowledgeable, friendly, and responsive. I ended up telling all my siblings to go to him, so he's basically looking out for me and my siblings. His experience and help made a big difference. Eventually, I'll need to have a chat with Thomas on retirement, but that's in the future. Overall, I highly recommended.
Art K.
Oct 12, 2021
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Positive: Professionalism, Responsiveness
I worked with Thomas May and it was an absolute pleasure dealing with someone so professional. Very knowledgeable, friendly, precise in his communication, responsive and helpful without ever being insistent. His experience and help made a big difference. Highly recommended.
I worked with Thomas May and it was an absolute pleasure dealing with someone so professional. Very knowledgeable, friendly, precise in his communication, responsive and helpful without ever being insistent. His experience and help made a big difference. Highly recommended.
