Impact Your Wealth is an independent financial coaching firm located in Arlington, Texas. We work with people like you all over the world. The firm focuses on helping professionals, business owners, average investors, and high-income individuals plan for financial freedom in the following areas:
Here at IYW, we do not sell you a product. We find the missing piece. We educate and create strategies that do one thing - meet your goals. We welcome you to our website. Play around, you'll find tons of useful material to improve your financial status by making some smart decisions
Born in Nairobi, Kenya, Sunil Patel attended college in West Germany. After completing his studies, he
returned to Kenya to help with the family business-import/export and finance. He moved to the United
States in the early 80s and started in the insurance business in the early 90s. He's been involved in the
finance business ever since.
Committing his undivided attention to each client, Patel works to create a retirement plan that fits each individual or family. Want to leave something behind for your children? Looking to ensure you have enough to travel the world after your career? Need to make sure you'll have enough in the case you need nursing care?
Sunil Patel customizes your retirement to grow your money while making sure it's not exposed to the unpredictable market. His retirement planning philosophy is to always help, and never hurt. If a product doesn't meet your needs, Patel won't try to talk you into it. When he's not in the office, Patel enjoys spending time with his wife of nearly 30 years and his two wonderful children.
Our team is comprised of 30 CPA's from many diverse expertise, 12 advanced tax planning attorneys, and a retired senior member of the IRS Mr.Mike Gregory. At Impact Your Wealth, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address:
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Sunil Patel lives by the mantra "Love all, serve all" in both his personal and business life. Devoted to serving his clients, Patel's philosophy means that he envisions each family's needs and plans differently in order to craft a customized plan for them.