WEALTH THROUGH PLANNING.
IMPACT THROUGH ACTION.
IMPACT THROUGH ACTION.
MAXIMIZE AND PROTECT THE IMPACT OF YOUR WEALTH
Wealth Impact Advisors works with successful individuals, families, professionals and business owners to help them discover and define their goals and ideals for “living with impact.” Through our LifePrint™ Planning process, we build and implement strategic and comprehensive wealth plans to help you grow and protect what you have, so you can enjoy peace of mind and the freedom to use your wealth to impact what you care about most.
HELPING YOU BRING NEW POSSIBILITIES INTO VIEW FOR YOUR LIFE, BUSINESS, AND LEGACY
No matter where you are in your financial journey, we begin with a conversation about your goals, dreams and concerns. We combine that understanding with reflection and analysis of your situation in order to build an appropriate plan to manage your wealth in each stage of your life—whether you are accumulating money for specific goals, deciding how to effectively use your money through your business or during retirement, or seeking to minimize taxes and provide long-term security for your family, business or community.
HELPING YOU BRING NEW POSSIBILITIES INTO VIEW FOR YOUR LIFE, BUSINESS, AND LEGACY
No matter where you are in your financial journey, we begin with a conversation about your goals, dreams and concerns. We combine that understanding with reflection and analysis of your situation in order to build an appropriate plan to manage your wealth in each stage of your life—whether you are accumulating money for specific goals, deciding how to effectively use your money through your business or during retirement, or seeking to minimize taxes and provide long-term security for your family, business or community.
WHO WE SERVE
At Wealth Impact Advisors, we serve successful people who have a strong desire to create more impactful lives for themselves and those around them. Working with us helps those we serve to navigate their financial complexities, while gaining the clarity and confidence they need to take action and make a worthwhile impact.
HOW MAY WE HELP YOU WITH YOUR FINANCIAL JOURNEY?
A PROFESSIONAL TEAM WORKING ON YOUR BEHALF
At Wealth Impact Advisors, you’ll find passionate people from a variety of financial disciplines working together to provide seamless, tax-efficient solutions for managing and preserving your wealth.
OBJECTIVE ADVICE, COMPREHENSIVE SERVICES
Wealth Impact Advisors is independently-owned and is not tied to any one company, product or provider. As a fiduciary advisor, our role is to objectively guide you according to the priorities you establish and then help you tailor and integrate the right strategies and tools based on your unique needs and deliver them with objectivity and superior personal service.
RETIRE ABUNDANTLY
Are you ready to live with greater peace, freedom and impact? Learn the principles for creating a more abundant lifestyle and worry-free retirement. Co-authored by Michael Kura, RFP, principal and co-founder of Wealth Impact Advisors, this illuminating, easy-to-read book includes case studies and practical tips for preserving and protecting wealth in retirement. It also uncovers common myths about retirement planning and points out little-known mistakes (and how to avoid them) that can derail your lifestyle in retirement.
RETIRE ABUNDANTLY
Are you ready to live with greater peace, freedom and impact? Learn the principles for creating a more abundant lifestyle and worry-free retirement. Co-authored by Michael Kura, RFP, principal and co-founder of Wealth Impact Advisors, this illuminating, easy-to-read book includes case studies and practical tips for preserving and protecting wealth in retirement. It also uncovers common myths about retirement planning and points out little-known mistakes (and how to avoid them) that can derail your lifestyle in retirement.
TAKE OUR FREE RETURN ON LIFE ASSESSMENT
Are you getting the best Return on Life (ROL) possible with the money you have? Are you using your money in ways that improve your life? Click on the button below to take our 5-minute ROL Index Assessment.
TAKE OUR FREE LIVE, GIVE, OWE, GROW ASSESSMENT
Let’s face it—budgets are boring! When it comes to cash flow management, we prefer using the Live, Give, Owe, Grow plan. Click on the button below to learn more about our Live, Give, Owe, Grow Assessment.
ARE YOU READY TO GET STARTED?
Wealth Impact Advisors, LLC
E: info@teamwia.com
33 Merz Blvd Suite 100
Fairlawn, OH 44333
P: 330.865.3545
F: 330.319.8959
Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Wealth Impact Advisors, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
