Comprehensive: investment management, retirement planning, taxes, estate planning, insurance. Fee Only Fiduciaries: we do not receive any commissions and do not sell any products - unbiased. We have experience working with athletes, musicians, actors and entertainers whose earnings can be compressed into a few years at a young age.
We work to develop a compreshensive plan so that you are financially secure through retirement. Impact Financial Planners is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products - so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries.
We work to develop a compreshensive plan so that you are financially secure through retirement. Impact Financial Planners is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products - so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries.
Services
Bill Holliday is a Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Chartered Sustainable Responsible Impact Investing (SRI) Counselor (CSRIC), a member of National Association of Professional Financial Advisers (NAPFA), US Social Investment Forum (USSIF), Green America, and the First Affirmative Network.
To provide the best possible financial services, Impact Financial Planners evaluates all part of your financial situation. We get a good understanding of your spending plan and retirement plan to determine your investment time horizon (when you need money). We look at your estate plan to insure that beneficiaries, will designations, and the structure of your estate plan effectively meet your desires.
A Fee Only planner is compensated solely by the client. They do not receive any compensation that is contingent on the purchase or sale of a financial product. A Fee Only planner may not receive commissions, rebates, awards, finder's fees, bonuses or any form of compensation from others as a result of a client's implementation of the individual's financial planning recommendations.
You can participate with all or a portion of your portfolio and help make a genuine impact. This does not mean sacrificing financial returns. Investors can do as well with social investments as they can with conventional investments. Many academic studies have shown that using ESG factors in investment decisions can improve returns.
Effective Altruism is using evidence and research to determine how we can best use our resources to help others. Donors can direct their funds toward options that rigorous research shows give the most impact per dollar. The following is a list of effective non-profit organizations working on a number of important issues.
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