RESOURCES / ARTICLES & WHITE PAPERS
- 2018 Tax Reference Guide
- 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
2735 Crawfis Blvd., Suite 200
Akron, Ohio 44333
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.