Our Mission: To Educate and Advise
We are experienced financial educators with decades of experience teaching workshops and seminars. We have established the southeastern Florida Chapter of SOFA, the Society for Financial Awareness, which is a 501(c)(3) non-profit organization. SOFA is dedicated to eliminating financial illiteracy.
Sign up for one of our
COMPLIMENTARY EDUCATIONAL WORKSHOPS:
Aug. 12th & 15th, 2019
Additional information on the these dates to follow.
Our many decades of experience in the financial services industry have given us a wealth of knowledge to share with our course participants. Our workshop participants continue to report that we provide a fun, fact filled, and rewarding experience.
Our SOFA seminars are for financial education only. There is absolutely no selling and no further obligation. However, for those that desire a personalized assessment we do offer a complimentary private strategy session as part of every workshop.
Repositioning Assets to Maximize Retirement Income
Check out this excellent interview in Proactive Advisor Magazine with Clyde Cleveland, Impact Wealth Group’s Co-founder and CEO.
Financial advisor, Clyde Cleveland, explains how the “Zero Tax Roadmap” process helps to provide clients tax-free income in retirement.
As financial planners, our primary goal is to advise our clients by creating solutions best suited for their individual situation. We challenge conventional investment philosophy that often focuses on the wrong goals. We strive to recover misdirected assets and reallocate those assets in a plan that will guarantee safety and growth, and increase after tax income.Impact Wealth Group provides asset management services for our clients through an affiliated company IWG Investment Advisors LLC (IWGIA) -- a licensed Registered Investment Advisor with the state of Florida.
We have developed a strategy designed to provide a tax-free income in retirement. We call this our Zero Tax Roadmap – a plan using specialized tools and customized investment vehicles with the goal of paying Zero Tax in Retirement.
We find that in many cases a properly chosen investment strategy, matched to the specific needs of the client, can maximize income while substantially reducing the risk of financial disaster resulting from exposure to market risk.
In all cases we aim to maximize our client’s advantages under the current tax code.
Why Choose Us?
We have well over 100 years of combined experience in the financial services industry. We also have decades of experience teaching financial service professionals how to be successful in our industry. The primary lesson we teach our agents is always put the client first. All success in our business comes from that prime directive.
We remain independent so we can work with hundreds of the top rated financial institutions in the country to best serve the needs of our clients.
Offices in Fort Lauderdale, FL • Miami, FL • Bonita Springs, FL • Orlando, FL • Dallas, TX