At Impact Financial, our mission is simple: to make a positive impact on our clients by helping them to pursue an amazing life of significance. With deep-rooted experience and disciplined vision, we aim to provide the knowledge to turn the success you’ve earned to the financial confidence you deserve.
Our team works with a limited number of entrepreneurial-minded clients where we feel we can make a significant impact on their lives and finances.
Business Owners
Often, business owners are faced with the question of how much they need from the sale of their business. As a Certified Exit Planning Advisor (CEPA), Eric Lawton is equipped with the training, skills, and tools needed to strengthen his relationship with business owners and serve as their valued advisor. Our consultative method of understanding your values helps define, plan, and preserve your financial life for whatever comes next.
Families
Individuals and families who want a comprehensive investment and strategic advisory plan, tailored to their goals and preferences.
Nonprofit Organizations
Nonprofits and other organizations looking for reliable investment strategies – ranging from a fully outsourced partner to individual investment strategies.
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