Tax Strategy Consultation

Are your assets protected in a trust?


Trust & Will Commercial, Feb. 2021

All of our qualified clients should have a trust to protect their assets from the costs and risks associated with probate. You probably need a trust now, too.

We encourage you to explore the Trust & Will (T&W) estate planning quiz. It is triple-risk-free. It costs nothing to ① start, explore/learn and ② view the results: no credit card needed. If you move forward they even have a money back guarantee.

NOTE: We are not affiliated with T&W and we receive no compensation for the commercial appearance nor for referring clients there.

Use our link to save 10%:
IMPACTADVISOR.com/trustwill





Concentrated Stock Solutions

Tax Optimization

Delay and mitigate tax impacts

Risk Reduction and Diversification



Variable risk exposure, diversification and managed exit options

Liquidity

Multiple cashless hedging and low cost borrowing options available








Optional Proprietary Investment Solutions

Ultra-tailored, Tax-aware

IMPACT Indexing.com

Direct Indexing = Personalized Indexing
+ Effortless Tax Optimization

IMPACT CR



Controlled Risk:
A lower-risk alternative for putting your cash to work

IMPACT Active

Actively traded, with a wider set of investment products seeking higher risk-adjusted performance, and improved margin of safety



How It Works

Get a personalized financial plan where your goals and priorities are integrated with your tax profile and estate needs.

Investment choice:
Aligned with you and your long-term financial needs.

We handle rebalancing and short-term financial needs with tax-efficiency toward your long-term goals.

  

Relationship choice:
A full-service advisor ,
our 100% digital offering 
or both  



IMPACT ADVISOR LLC


2030 Union St, Ste 205, SF, CA 94123

655 Montgomery St, SF, CA 94111 (by appointment)

(415) 860·5300   info@IMPACTADVISOR.com







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