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Impactful Wealth Solutions is a full-service financial planning firm providing Insurance, Retirement, Investment Advisory and Tax Preparation & Planning services. Our mission is simple: to make financial principles easy to apply and comprehend while helping clients achieve financial independence. For nearly 20 years, we’ve provided our clients trusted counsel and valuable financial solutions to help them achieve their goals and realize their dreams. Our focus is on your life and priorities, not just your portfolio.
Our financial planning process is holistic and involves an all-in-one comprehensive wealth planning solution.
A Personal Approach
Before we talk numbers, it’s essential for us to get to know each other. We want to understand what’s most important to you now and in the future.
We will help you design a portfolio based on your risk tolerance and investment objectives.
Our portfolio construction focuses on objective-driven design, flexible execution and targeted solutions to help you reach your goals.
Insurance helps reduce your personal liability, and provides the base of protection that every successful financial plan needs.
A Value-Added Approach
Our goal is to help you retain great talent by finding the right balance between cost, funding and plan design for you to stay competitive in the marketplace.
Tax Preparation & Planning
Taxes should be considered in every financial decision. Preparation is the start, but planning is the key for long-term success
The Right Approach
We help our clients better prepare for their next chapter in life by understanding how to establish income streams that meet their financial goals and also provide a favorable tax outcome.
Tiffany Tippins, MBA, RPA
Transparency, Collaboration, Respect and Trust are the qualities Tiffany believes every great advisor should posses and best describes how she works with her clients and runs her practice. Tiffany has always had a passion for managing money. Today, Tiffany’s career achievements encompass administering and managing employee benefits and retirement plans for several corporations in addition to managing her client’s portfolios..
Tiffany received her Bachelor’s in Sociology from Hampton University and obtained an MBA in Entrepreneurship and Innovation from Drexel University and IAE Business School where she studied abroad in Buenos Aires, Argentina. She continues to stay relevant in her industry and values the power of education. She also holds the Retirement Plans Associate, RPA designation from the International Foundation of Employee Benefit Plans and The Wharton School of The University of Pennsylvania and is currently completing the CEBS & IRS Enrolled Agent designations. She also holds an active life, health, and disability insurance licenses as well as the Series 7, 63 & 66 licenses in several states. Tiffany has been recognized by the Dallas Business Journal as one of the Top 25 Women in Business for the North Texas region in addition to other notable awards.
Impactful Wealth Solutions
We help you make smart decisions about your money.
Get started today by requesting your Financial Planning Starter Kit and a Virtual Appointment today.