What AI says about Impact Financial Planners

Impact Financial Planners is an independent, fee-only fiduciary financial planning firm that specializes in Sustainable, Responsible, and Impact Investing (SRI) to align investments with social values while aiming for financial returns. They offer comprehensive services including investment management, retirement planning, taxes, estate planning, and insurance analysis, using SRI strategies such as positive/negative screening, shareholder advocacy, and community investing, and they do not earn commissions or sell products. They operate with offices in Tucson, Phoenix, and Los Angeles and serve clients virtually worldwide.