With the Tax Cuts and Jobs Acts set to expire at the end of 2025, investors may want to consider how they can take advantage of the lower tax brackets. This strategy is one way to do so.
Impact Financial Group
Financial Services
Indianapolis, Indiana 231 followers
A private wealth advisory practice of Ameriprise Financial Services, LLC
About us
You may have many goals ahead — retirement, education, family events, travel — or be focused on a single need like saving for a new home. We tailor our advice to your goals and go beyond just investments to help you feel more confident across your full financial life. Throughout the year, we help navigate the present while staying focused on your long-term goals. We analyze markets and the economy, and monitor changes to taxes and legislation. You receive timely updates and recommendations, ongoing. As your needs change, we work with you to reevaluate your goals and update your overall financial strategy, always based on your time horizon and risk tolerance. At any time from any device, you can track your progress and review your portfolio. Our focus is on providing you with trusted advice and outstanding service so you can achieve your goals today and in the future. Office Phone: 317.208.2688 Office Address: 8945 N Meridian St, Suite 200, Indianapolis, Indiana 46260 Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media
- Website
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https://www.ameripriseadvisors.com/team/impact-financial-group/
External link for Impact Financial Group
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Indianapolis, Indiana
- Type
- Public Company
- Founded
- 1996
- Specialties
- Investments, Tax Planning Strategies, Retirement Planning Strategies, Estate Planning Strategies, Charitable Giving, Insurance, Business Retirement Plans, and Executive Compensation and Benefit Strategies
Locations
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Primary
Get directions
8945 N Meridian St
Suite 200
Indianapolis, Indiana 46260, US
Employees at Impact Financial Group
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Leo Grabovsky, CFP®, CRPC®, APMA®
Private Wealth Advisor, Chief Executive Officer of Impact Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
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Janet Bailey
Brand Builder | Marketing Executive | Business Owner | Consultant | Mentor | Passionate about non-profit and family-owned businesses
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Cathy Cunningham
Inventor of IMPACT The Money Mastery Game and CEO at IMPACT Edutainment LLC and IMPACT Financial Group LLC
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Kim Sannella
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Updates
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July 15 is #GiveSomethingAwayDay. Whether you’re giving time, money or something else, small contributions can go a long way. How will you give back?
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For many, long-term care costs are an overlooked expense in their retirement planning. Here’s an overview of this topic.
How to plan for the cost of long-term care
ameripriseadvisors.com
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What will summer travel look like for Americans? The Ameriprise Investment Research Group weighs in. #AmeripriseResearch
Americans have the money to travel… and they’re using it.