Broker Check

We believe you have a right to customized planning as well as access to the latest financial tools and fresh investment ideas that empower you to work toward the life you imagine. Let us design a PLAN so you can INVEST in your future and LIVE in the moment.

We keep things simple.

We keep things simple.

At Impact Planning, a service offering of ARD Advisory Services, we approach financial advising a little bit differently. Our simple process determines whether we are a good fit for each other and how we can work together. Bottom line: We are transparent and aren’t going to let you pay if we can’t add value.

After our up-front review, we provide you a simplified, one-page checklist of where we will add value to your life and how we will approach planning. From there, we will work together to determine the best program that fits your unique needs.

NEWSFLASH: 
SAVING FOR LIFE EVENTS DOESN'T NEED TO BE HARD.
We pride ourselves in taking a part of life that can be intimidating and turning it into something simple.

Schedule Your Review

Services We Provide:

 Retirement Planning
 
 Investment Consulting
 
 Goal Planning
 
 Cashflow Consulting
 
 Debt Payoff Consulting 

 Review of Insurance Protections
 
 Education Planning
 
 Company Benefits Optimization
 
 Tax Planning
 
 Estate Planning

In addition to the services we provide, we partner with industry professionals to bring you an expanded service offering.

How we charge

1\ DETERMINE WHETHER WE ARE A GOOD FIT

We sit down with you for a complimentary, no obligation review& of your financial situation and take a high-level look at your finances. This helps us decide whether we are mutually a good fit and confirms whether we can truly add value for you. We aren’t going to waste your time and money if it doesn’t make sense.

2\ DECIDE HOW TO MOVE AHEAD

If we are a fit, there are a few ways we could work with you:

ONE-TIME PLAN

One-time comprehensive financial plan that includes all of our areas of expertise.

 FULL-SERVICE SUBSCRIPTION

Ongoing access to our services, as well as our online financial planning tool

We offer various full-service subscription plans. Your current and future needs will determine the program that will allow us to serve you best.

3\ CHANGE YOUR MIND? NO PROBLEM

If you’re ever dissatisfied with the service or don’t want to work with us any longer, simply let us know, and we will terminate our contract. Unlike some financial advisors, we don’t charge a penalty fee if you leave.

Our team at Impact Planning, a service offering of ARD Private Client, is dedicated to breaking the stereotype of the financial services industry by helping our generation pursue financial freedom. We are passionate, motivated, and ready to help you reach your goals.

Image for Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Image for 9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Design a PLAN so you can INVEST in your future and LIVE in the moment.

Thank you!
Oops!