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Welcome to Simple Impact online!

Simple Impact looks beyond the next trade to be your partner in planning, whether you are in the stock market, bonds, real estate, or annuities. Recommendations are unbiased and emotionally independent of the transition you may be experiencing. Hourly payment is accepted for those needing a second opinion for themselves or a loved one. Financial analysis and community support help our clientele turn the page to each new chapter of their life.  

Simple Impact is more than investments, diversifying assets, and creating multiple streams of income. Our tech-savvy process has been streamlined for busy and nontraditional families, executives, women, and media entertainment professionals. As your advocate to find solutions, we aspire to create a mindful relationship with you and your financial team. When an extra advice is needed, we make time to share the perspective of experience that working for many families brings. Children. Spouses. Parents.

Your success is our success. Expert reporting and detailed handling is part of communicating your financial story to you. Simple Impact is a part of Sustainable Strategically Profitable (SSP) investing*. We are passionate for corporate integrity, transparency, and sportsmanship, and therefore, we invest alongside our clientele.

Simple Impact is a branch office backed by the nation’s largest privately held broker/dealer, Commonwealth Financial Network®, founded in 1979. With more than 1,650 producing advisors and a support staff of 773, Commonwealth advisors' combined account assets are approximately $100 billion with $1 billion in revenues in 2015. Commonwealth is headquartered in Waltham, Massachusetts, and San Diego, California.    

*SSP emphasizes companies that promote integrity, sustainability, and strategically profitable policies (SSP) as part of their business missions.

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Making the Most of Life Insurance Tax Benefits

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