Own your tomorrow so that you can live better today.

Remove the anxiety and uncertainty about your retirement years so that you can live the life and leave the legacy you always wanted.

You’ve worked hard all your life, but you still worry about whether you’ve saved enough.

Maybe you’ve had these questions like so many others:

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    Is your Investment strategy protecting your hard-earned money?

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    Does your current financial plan consider everything you really need when you are no longer working?

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    How will taxes affect the money I’ve saved?

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    Am I going to be okay when I retire?

The Impact Promise

At Impact Legacy Retirement Group, we vow to:


Eliminate the Confusion


Create a
Simple Plan


Enjoy Your Retirement


Instant Download

What is the State of Retirement in 2024?

How do Americans view retirement planning, and how do those perceptions differ from reality?
The 2024 State of Retirement White Paper breaks it down with statistics related to:

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    The amount most Americans think they'll need to save to retire securely vs. the amount most Americans have saved

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    The percentage of Americans who believe their retirement savings will last them for their lifetime

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    Steps Americans are taking to help stretch their retirement savings

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    The biggest fears and concerns about retirement

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    Top reasons for entering retirement

Check Out Our Full Suite of Services

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

Retirement Income Strategies

Wealth Management



IRA/401(k) Rollovers

Asset Protection Strategies

Life Insurance

Tax-Efficient Strategies

IRA Legacy Planning

Health Care Review & Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Flat Rate Fee

We believe advisor fees should not be assessed based on the size of your account but based on the services and value you are receiving during retirement.  Our team charges an easy-to-understand flat fee based on the actual suite of services we provide.

Attend a Live Event

Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

Check back soon for more upcoming events!

Take the First Step Today

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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