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Financial Impact Advisors

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United States
Fort Atkinson, WI
Financial Impact Advisors

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Our advisors' passion is helping people find their vision of true wealth. True Wealth is all that money can’t buy, and death can’t take away.

That means helping you define what true wealth looks like for you, creating a plan to help you pursue your vision, and then helping you maintain the true wealth you’ve achieved. Our True Wealth Approach

When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet and more to do with a balanced life. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation – creativity paired with careful calculation. As your trusted advisor, we are wholly dedicated to helping you pursue a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, proven investment strategies, and a passion for serving you. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

10/30/2026

Have you heard of the widow’s penalty? When one spouse passes, the surviving spouse could be facing a higher income tax burden when transitioning to the Single filing status. This could also mean higher Medicare premiums.

The widow’s penalty is one of eight planning considerations every pre-retiree should be thinking about. Check out our full list here: https://financialimpactadvisors.com/insights/blog/8-tax-planning-considerations-every-pre-retiree-should-know

10/28/2026

Business owners need a team. You know, those people in your corner helping you work ON your business while you work IN your business.

They’re the ones who can help you position your business for growth while also planning for a successful and profitable exit when you're ready to step away.

Ready to build that team for yourself? See who should be on it: https://financialimpactadvisors.com/insights/blog/the-essential-team-every-small-business-owner-should-build

10/27/2026

We’ve heard the complaints about lack of breadth in the market—too few stocks are driving recent rallies.

Well, now we have more breadth. But is it a good thing? Get our insights in the latest Market Commentary: https://financialimpactadvisors.com/insights/blog/market-commentary-market-breadth-returns-but-may-not-be-what-investors-want

10/24/2026

Whether college is years away or coming up fast, paying for it takes planning.

Our quick College Readiness Quiz can help you see where you stand financially and what you can do to get ready. Take the quiz and get access to our helpful College Expenses Checklist: https://financialimpactadvisors.com/college-readiness-quiz/

10/23/2026

Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdraw that money tax-free later if you meet certain requirements. But whether that trade-off makes sense depends on your income, your tax situation, and when you’ll need the money.

Wondering if a Roth IRA conversion could fit into your retirement plan? Learn about the benefits, the costs, and why timing matters: https://financialimpactadvisors.com/insights/blog/the-roth-ira-conversion-why-how-to-use-this-strategy-in-your-retirement-planning/

10/21/2026

When you’re steeped in the day-to-day of running a business, it can be hard to find time to plan for an eventual exit. But there’s a lot to consider, including keeping taxes in check, ensuring a smooth transition, and making sure you have enough money to retire on your terms.

Weighing your options for a future exit? Learn about five common business exit planning mistakes and how to avoid them: https://financialimpactadvisors.com/insights/blog/5-common-business-exit-planning-mistakes-and-how-to-avoid-them/

10/20/2026

Midterm elections are almost here. History suggests stocks could have more room to run, but much of this bull market’s strength depends on AI.

How is AI spending affecting corporate profits, bond yields, and inflation, and what could that mean for investors? Explore these trends in our latest Market Commentary: https://financialimpactadvisors.com/insights/blog/market-commentary-its-all-one-big-ai-trade-now-and-more-on-midterms/

10/17/2026

Roth or traditional IRA?

It may sound like a simple choice, but current contribution limits and factors such as your age can affect which options are available to you.

Use the calculator to see which combination of Roth, traditional tax-deductible, and traditional non-deductible contributions may be available to your household: https://financialimpactadvisors.com/calculator-roth-ira-traditional-ira/

10/16/2026

In a world that seems ever-changing, planning for retirement can feel overwhelming. Are there blind spots in your plan that could cause concern down the road?

We’ve got four advanced strategies that can help cover any potential blind spots—helping to maximize your retirement and make your money last. https://financialimpactadvisors.com/insights/blog/next-level-retirement-planning-advanced-retirement-strategies/

10/14/2026

As a small business owner, you probably end up wearing a lot of hats. But one of the most important of your many responsibilities is managing finances—it can be the difference between a thriving business and one that’s struggling.

Need some support in this area? Check out our 7 tips for keeping your business financials in check over the long run: https://financialimpactadvisors.com/insights/blog/7-financial-planning-tips-for-small-business-owners/

Address

37 Milwaukee Avenue E
Fort Atkinson, WI
53538

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 4pm

Telephone

+19205639226

Website

http://FinancialImpactAdvisors.com/

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