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There’s A New Financial Partner In Town

May 16, 2022

Impact! Partners Financial Logo

Impact! Partners Financial Team

Impact! Partners Financial Team

Impact! Partners Financial Owner and CEO, Summer A. Roberts

Impact! Partners Financial Owner and CEO, Summer A. Roberts

Meet Impact! Partners Financial. They’re not just about the numbers!

I’ve been thinking about our company and who we are on this journey. We’re a company focused on making a positive impact in people’s lives! It’s our duty, responsibility, obligation & honor to do so!”

— Summer A. Roberts

HOUSTON, TEXAS, UNITED STATES, May 12, 2022 /EINPresswire.com/ — MEDIA CONTACTS

Central515 Consulting

Sherry Eichberger

281-380-9013

[email protected]

Impact! Partners Financial, led by CEO Summer A. Roberts, having knowledge and experience aren’t enough for a financial advisor. Creating a relationship that stands the test of time plus knowledge and experience is their recipe for helping their clients become successful. Impact! Partners Financial was born out of the vision that a financial advisor relationship is about more than just numbers and investments. It’s about knowing a client’s children, grandchildren and their pets name. It’s helping them build a legacy for themselves and their families at every age and stage of life.

Summer A. Roberts has launched her own firm, Impact! Partners Financial after many years as CEO of Roberts Wealth Management. This new endeavor unifies the company around a common mission and values. This is the next chapter in her quest to help as many people as possible realize their retirement dreams. Summer has assembled a team of “Warriors for the people” as she says, all determined, like herself, to stand out in the financial advisor space as “relationship builders,” with an unwavering commitment to their clients.

Impact! Partners Financial’s 4 Step Process, Discover, Blueprint, Implement and Monitor and their independent Financial Advisor status is what sets them apart from the rest.

About Impact! Partners Financial

Impact! Partners Financial is an independent retirement planning firm. They help retirees and pre-retirees plan for their financial independence with the guidance and service they deserve. Their primary areas of focus are retirement income planning, wealth management, 401(k)/individual retirement account (IRA) guidance and asset protection strategies. Their firm offers the following products and services: retirement income strategies, wealth accumulation strategies, asset protection strategies, annuities, life insurance, tax minimization strategies, long-term care strategies, IRA and 401(k) rollovers, trusts, probate, charitable giving strategies, estate planning, tax planning and IRA legacy planning.

Address: 3027 Marina Bay Drive, Suite 100, League City, TX 77573

Additional Information is available at: https://impactpartnersfinancial.com/

Facebook: https://www.facebook.com/ImpactPartnersFinancial

LinkedIn: https://www.linkedin.com/company/impactyourfuture/

Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. 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. Impact Partners Financial, LLC is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Impact Partners Financial, LLC are not affiliated companies. 1238592-03/22

Sherry Eichberger
Central515 Consulting
+1 281-380-9013
email us here
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Article originally published at https://www.einpresswire.com/article/571404651/there-s-a-new-financial-partner-in-town

This news story originally appeared at Real Estate - Trend Magazine on 16 May 2022