Our Services
Retirement Plans
Retirement shouldn't feel like a moving target. Whether you're just starting out or already years into saving, we help you build a clear, personalized roadmap so you know exactly where you're headed and how to get there. We work one-on-one to understand your goals, timeline, and current savings, then map out a plan designed to help you reach financial freedom with confidence.
What You Get
A personalized roadmap based on your goals and timeline
Tax-advantaged strategies to help you keep more of what you save
Guidance on IRAs, 401(k)s, and other retirement account types
Regular reviews to keep your plan on track as life changes
Clear, jargon-free explanations so you always understand your plan
How It Works
Get to know you
We meet to understand your income, goals, current savings, and timeline for retirement.
Build your roadmap
We design a personalized retirement strategy and walk you through it in plain English.
Take your time
We encourage you to think it over before making any decisions - no pressure, ever.
Implement together
If it's a fit, we handle the setup and paperwork so you can stay focused on life.
Review regularly
We check in over time to adjust your plan as your goals and circumstances evolve.
Frequently Asked Questions
The individuals identified as Impact Financial are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc. A Primerica representative's ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.
PFS Investments Inc. (PFSI) offers both brokerage and advisory accounts. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available in brokerage and advisory accounts, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.
Securities offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) [www.finra.org] and a member of the Securities Investors Protection Corporation (SIPC) [www.sipc.com]. PFSI's advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies. The Lifetime Investment Platform is an advisory program sponsored by Primerica Advisors. For additional information about Primerica Advisors, please ask your representative for a copy of the Lifetime Investment Platform Form ADV brochure. Mutual funds, annuities, 529 plans, 401(k) plans and asset managers referenced above are made available through contractual relationships between PFSI and the product providers.
Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund's prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing. Prospectuses are available from your Primerica representative. Primerica representatives are not financial or estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional. This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security. Investing entails risk including loss of principal. Past performance is no guarantee of future results. © 2021 Primerica