RESOURCES

THE LIVING BALANCE SHEET

Financial guidance for who you are and where you are in life.

This is the most valuable planning tool for our clients to utilize. Most people use traditional financial theories and conventional wisdom as a reason to take on increased financial risk. Instead of putting your assets at risk, The Living Balance Sheet consider your complete financial picture and put your financial protection first.

Insurance

We help protect your life, health and wealth.  Nothing is more important than the physical and financial well-being of the people you love, which is why we offer products to help protect them today, tomorrow and every day in the future.

Insurance can feel complicated.  Let us be your guide. For 159 years we’ve helped hard working families protect their futures, learning a thing or two along the way.  If you’re new to insurance, let’s start by getting you more information.

Our policy is to put you first.  We know what matters most: protecting your loved ones.  Every family is unique. Every life is unique. Your life insurance can help, wherever your future takes you and whatever you need to get there.  Life insurance will help protect your loved ones if you pass away, but life insurance can do so much more, like helping pay for expenses during your lifetime.

Contact your local agent to find out how we can be your Guardian.

Business Sales & Exit Planning

Impact Advisors is a premier M&A advisory firm serving founders and business leaders in order to realize the greatest value from their life’s work.