RESOURCES / ARTICLES & WHITE PAPERS
Wealth Planning
- 2022 Tax Reference Guide
- 4 Steps to Ensure Your Life Wishes Are Granted
- 6 Ways to Reduce Future Income Taxes Today
- Every Year is a Roller Coaster
- Making Your Life Plan a Reality
- Protect Those Who Depend on You
- The 4 Pillars of an Abundant Retirement
- Wealth Friction and TRICK
- What is your Return on Life?
- Evolution of Financial Planning
- Multi-Generational Financial Planning
- Diversification 2.0
- 200/20 Decision Matrix: Supplemental Retirement Income
- Protect Those Who Depend on You
- CARES Process – Annuity Review
- What Does Financial Freedom Mean to You?
- Don’t Make This Social Security Mistake!
- Beneficiary Review: A “Must Do”
- The Back-Door Roth IRA
Special Report (request a digital copy)
Planning For Physicians
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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.
