Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We are committed to safeguarding your assets and implementing a strategic plan to ensure you do not run out of money during your retirement years. We believe that good service is practical and that great service is necessary in the pursuit of business excellence.
Sunil Patel
Certified Financial Fiduciary
President, Impact Your Wealth
Sunil Patel is the Founder and President of Impact Your Wealth, an independent financial advisory firm that is dedicated to guiding individuals through critical financial decisions as they prepare for and live throughout their retirement years. Sunil has more than three decades of experience as a financial professional as a certified Financial Fiduciary®Certified Estate PlannerTMCertified in Long-Term Care Certified in Advance College Planning. Certified Tax-Free Retirement. Certified Financial Services. Certified Federal Retirement Consultant. Sunil provides planning advice in the areas of Wealth preservation, Tax-free retirement income, Asset protection, estate preservation and transfer, college planning, long-term care planning, and federal retirement planning. Sunil enjoys volunteering, playing Golf, and horse riding, and he enjoys spending time with his family and friends.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.