[et_pb_section bb_built=”1″ specialty=”off” background_color=”#ffffff” parallax=”on” parallax_method=”off” background_image=”https:\/\/www.teamwia.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_SERVICES_1A_LEGACY.jpg” disabled=”off” disabled_on=”off|off|” custom_padding_tablet=”50px|0|50px|0″ custom_padding_last_edited=”on|desktop” next_background_color=”#ffffff” _builder_version=”3.2.2″][et_pb_row background_position=”top_left” background_repeat=”repeat” background_size=”initial”][et_pb_column type=”4_4″][et_pb_divider admin_label=”Divider – FOR IMAGE” global_module=”619″ color=”#ffffff” show_divider=”off” divider_style=”solid” divider_position=”top” hide_on_mobile=”on” height=”350px” saved_tabs=”all” disabled_on=”||on” background_position=”top_left” background_repeat=”repeat” background_size=”initial” \/][et_pb_divider admin_label=”Divider – FOR IMAGE MOBILE” global_module=”620″ color=”#ffffff” show_divider=”off” divider_style=”solid” divider_position=”top” hide_on_mobile=”off” height=”200px” disabled=”off” disabled_on=”||on” saved_tabs=”all” \/][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=”1″ fullwidth=”off” specialty=”off” transparent_background=”off” background_color=”#ffffff” allow_player_pause=”off” inner_shadow=”off” parallax=”off” parallax_method=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” make_equal=”off” use_custom_gutter=”off” custom_padding_tablet=”50px|0|50px|0″ custom_padding_last_edited=”on|desktop” prev_background_color=”#000000″ next_background_color=”#000000″][et_pb_row custom_width_px=”960px” padding_mobile=”off” parallax_method=”off” parallax_method_1=”off” column_padding_mobile=”on” background_position=”top_left” background_repeat=”repeat” background_size=”initial” _builder_version=”3.2.2″][et_pb_column type=”4_4″][et_pb_text admin_label=”HDR – SERVICES \/ LEGACY PLANNING” use_border_color=”off” text_letter_spacing=”2px” background_position=”top_left” background_repeat=”repeat” background_size=”initial” _builder_version=”3.2.2″ header_font=”|300|||||||” header_2_font=”|700|||||||” header_2_text_color=”#809baf” header_2_font_size=”30px” text_letter_spacing_last_edited=”on|” header_font_size_phone=”24px” header_font_size_last_edited=”on|phone”]<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”BODY – ACCUMULATING MONEY” use_border_color=”off” background_position=”top_left” background_repeat=”repeat” background_size=”initial” _builder_version=”3.2.2″ header_3_font=”|700|||||||” header_3_text_color=”#809baf” header_3_font_size=”18px” header_2_text_color=”#809baf” module_alignment=”center”]<\/p>\n
At Wealth Impact Advisors, we believe that legacy planning starts with knowing what is in the hearts of our clients. Legacy planning is not just about protecting your financial assets but also about preserving family relationships. With that in mind, our planning process is designed to help you address your family\u2019s personal concerns such as:<\/p>\n
As part of our process, we help you first focus on the big picture of what you want to see happen with your assets, family, business, and charities. From there, we work with you and your other advisors to develop a game plan of action items that will ensure your most important wishes are realized. This includes mapping out where your assets would flow upon death and to whom they will go. We also look at the tax consequences of your wealth transfer and develop recommendations to help you optimize and preserve the amount of money being transferred.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=”1″ specialty=”off” background_color=”#ffffff” parallax=”on” parallax_method=”off” background_image=”https:\/\/www.teamwia.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_SERVICES_1A_CHARITABLE.jpg” disabled=”off” disabled_on=”off|off|” custom_padding_tablet=”50px|0|50px|0″ custom_padding_last_edited=”on|desktop” next_background_color=”#ffffff” _builder_version=”3.2.2″ prev_background_color=”#ffffff”][et_pb_row background_position=”top_left” background_repeat=”repeat” background_size=”initial”][et_pb_column type=”4_4″][et_pb_divider admin_label=”Divider – FOR IMAGE” global_module=”619″ color=”#ffffff” show_divider=”off” divider_style=”solid” divider_position=”top” hide_on_mobile=”on” height=”350px” saved_tabs=”all” disabled_on=”||on” background_position=”top_left” background_repeat=”repeat” background_size=”initial” \/][et_pb_divider admin_label=”Divider – FOR IMAGE MOBILE” global_module=”620″ color=”#ffffff” show_divider=”off” divider_style=”solid” divider_position=”top” hide_on_mobile=”off” height=”200px” disabled=”off” disabled_on=”||on” saved_tabs=”all” \/][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=”1″ fullwidth=”off” specialty=”off” transparent_background=”off” background_color=”#ffffff” allow_player_pause=”off” inner_shadow=”off” parallax=”off” parallax_method=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” make_equal=”off” use_custom_gutter=”off” custom_padding_tablet=”50px|0|50px|0″ custom_padding_last_edited=”on|desktop” prev_background_color=”#000000″ next_background_color=”rgba(255,255,255,0)”][et_pb_row custom_width_px=”960px” parallax_method=”off” parallax_method_1=”off” column_padding_mobile=”on” background_position=”top_left” background_repeat=”repeat” background_size=”initial” _builder_version=”3.6″ custom_margin=”||0px|” custom_padding=”||0px|”][et_pb_column type=”4_4″][et_pb_text admin_label=”HDR – SERVICES \/ CHARITABLE PLANNING” use_border_color=”off” text_letter_spacing=”2px” background_position=”top_left” background_repeat=”repeat” background_size=”initial” _builder_version=”3.2.2″ header_font=”|300|||||||” header_2_font=”|700|||||||” header_2_text_color=”#809baf” header_2_font_size=”30px” text_letter_spacing_last_edited=”on|” header_font_size_phone=”24px” header_font_size_last_edited=”on|phone”]<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row][et_pb_column type=”1_2″][et_pb_text admin_label=”BODY – MAKING A DIFFERENCE” use_border_color=”off” background_position=”top_left” background_repeat=”repeat” background_size=”initial” _builder_version=”3.2.2″ header_3_font=”|700|||||||” header_3_text_color=”#809baf” header_3_font_size=”18px” header_2_text_color=”#809baf” module_alignment=”center”]<\/p>\n
MOVING UP THE PLANNING PYRAMID<\/strong><\/p>\n After we have made provisions for our personal needs throughout our lifetimes, and those of the next generation, we can move to the pinnacle of the planning pyramid which is social capital legacy.<\/p>\n Gifts to charitable causes or organizations need not come at the expense of your own financial needs or providing for your family. With the right kind of planning and expertise, you can usually redirect assets otherwise earmarked for taxes to causes and organizations that will achieve the kind of social impact you hope to make.<\/p>\n This is taking involuntary philanthropy and transforming it into voluntary philanthropy. Your redirected tax liabilities, along with additional wealth not required by you or your family, make up what we refer to as your \u201cexcess\u201d wealth. Most people don\u2019t know they have it, but they often do. If you knew you did, might you do some things differently? Live more? Give more?<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″][et_pb_image _builder_version=”3.2.2″ src=”https:\/\/www.teamwia.com\/site\/wp-content\/uploads\/GRAPHIC_process_pyramid.jpg” align=”center” animation_style=”slide” animation_direction=”bottom” \/][\/et_pb_column][\/et_pb_row][et_pb_row background_position=”top_left” background_repeat=”repeat” background_size=”initial”][et_pb_column type=”4_4″][et_pb_divider color=”#ffffff” show_divider=”off” divider_style=”solid” divider_position=”top” hide_on_mobile=”on” disabled_on=”on|on|off” animation_style=”slide” animation_duration=”500ms” animation_intensity_slide=”10%” animation_direction=”bottom” show_bottom_space=”off” \/][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=”1″ fullwidth=”off” specialty=”off” background_color=”rgba(255,255,255,0)” parallax_method=”off” background_image=”https:\/\/www.teamwia.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_FOOTER.jpg” custom_padding=”100px|||” custom_padding_tablet=”50px|0|50px|0″ custom_padding_last_edited=”on|desktop” prev_background_color=”#ffffff” _builder_version=”3.0.106″ use_background_color_gradient=”on” background_color_gradient_overlays_image=”on” background_color_gradient_start=”rgba(0,47,86,0.88)” background_color_gradient_end=”rgba(0,47,86,0.6)” global_module=”621″][et_pb_row global_parent=”621″ _builder_version=”3.0.106″ gutter_width=”1″ background_position=”top_left” background_repeat=”repeat” background_size=”initial”][et_pb_column type=”1_2″][et_pb_image admin_label=”LOGO” global_parent=”621″ _builder_version=”3.0.106″ src=”https:\/\/www.teamwia.com\/site\/wp-content\/uploads\/Logos_WIA_White.png” show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” always_center_on_mobile=”on” force_fullwidth=”off” show_bottom_space=”on” max_width=”60%” background_position=”top_left” background_repeat=”repeat” background_size=”initial” \/][\/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”FOOTER START TEXT” global_parent=”621″ background_layout=”dark” use_border_color=”off” text_text_color=”#ffffff” background_position=”top_left” background_repeat=”repeat” background_size=”initial” _builder_version=”3.0.106″ text_font_size=”14px”]<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″][et_pb_button admin_label=”BUTTON – GET IN TOUCH” global_parent=”621″ button_text=”GET IN TOUCH” button_alignment=”center” button_use_icon=”off” button_text_color=”#021b2f” button_border_color=”#dbdbdb” button_url=”https:\/\/www.teamwia.com\/site\/contact-us\/” _builder_version=”3.8.1″ background_layout=”dark” custom_button=”on” button_bg_color=”#dbdbdb” button_font=”|||on|||||” button_text_color_hover=”#ffffff” button_bg_color_hover=”#021b2f” button_border_color_hover=”#dbdbdb” saved_tabs=”all” button_text_size__hover_enabled=”off” button_text_size__hover=”null” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_text_color__hover_enabled=”on” button_text_color__hover=”#ffffff” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_border_width__hover_enabled=”off” button_border_width__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_border_color__hover_enabled=”on” button_border_color__hover=”#dbdbdb” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” button_two_border_color__hover_enabled=”off” button_two_border_color__hover=”null” button_border_radius__hover_enabled=”off” button_border_radius__hover=”null” button_one_border_radius__hover_enabled=”off” button_one_border_radius__hover=”null” button_two_border_radius__hover_enabled=”off” button_two_border_radius__hover=”null” button_letter_spacing__hover_enabled=”off” button_letter_spacing__hover=”null” button_one_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover=”null” button_two_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover=”null” button_bg_color__hover_enabled=”on” button_bg_color__hover=”#021b2f” button_one_bg_color__hover_enabled=”off” button_one_bg_color__hover=”null” button_two_bg_color__hover_enabled=”off” button_two_bg_color__hover=”null”]<\/p>\n \u00a0<\/p>\n [\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row global_parent=”621″ background_position=”top_left” background_repeat=”repeat” background_size=”initial”][et_pb_column type=”1_2″][et_pb_text admin_label=”CONTACT INFO” global_parent=”621″ background_layout=”dark” background_color=”rgba(0,0,0,0)” use_border_color=”off” custom_margin=”0px|0px|0px|0px” max_width=”300px” text_font=”Arial||||” text_text_color=”#fcfcfc” background_position=”top_left” background_repeat=”repeat” background_size=”initial” text_line_height=”1.6em” disabled_on=”on|on|off” animation_style=”slide” animation_duration=”500ms” animation_intensity_slide=”10%” show_bottom_space=”on” module_alignment=”center”]<\/p>\n Wealth Impact Advisors, LLC 2735 Crawfis Blvd., Suite 200 [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″][et_pb_text admin_label=”DISCLOSURE INFO” global_parent=”621″ background_layout=”dark” background_color=”rgba(0,0,0,0)” use_border_color=”off” custom_margin=”0px|0px|0px|0px” max_width=”600px” text_font=”Arial||||” background_position=”top_left” background_repeat=”repeat” background_size=”initial” _builder_version=”3.0.106″ text_font_size=”12px” animation_style=”slide” animation_duration=”500ms” animation_intensity_slide=”10%” show_bottom_space=”on” module_alignment=”center”]<\/p>\n Securities offered through Valmark Securities, Inc., Member FINRA<\/a><\/span>\/SIPC<\/a><\/span>. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 \u00b7 (800) 765-5201<\/span>. Wealth Impact Advisors, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n<\/span>","protected":false},"excerpt":{"rendered":" SERVICES \u00a0\/ \u00a0LEGACY PLANNING MORE THAN MONEY At Wealth Impact Advisors, we believe that legacy planning starts with knowing what is in the hearts of our clients. Legacy planning is not just about protecting your financial assets but also about preserving family relationships. With that in mind, our planning process is designed to help you […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":3027,"menu_order":7,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-3054","page","type-page","status-publish","hentry"],"yoast_head":"\nARE YOU READY TO GET STARTED?<\/strong><\/h2>\n
<\/strong>E: info@teamwia.com
<\/a><\/span><\/p>\n
Akron, Ohio 44333
P: 330.865.3545<\/span>
F: 330.319.8959<\/span><\/p>\n