Newsletters - Wealth Impact Partners

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The Personal Legacy Strategist is our quarterly newsletter. Please feel free to take a look and share them with your colleagues and clients.

Personal Legacy Strategist, Vol. 1

"Have your cake and eat it too"
Converting to a Roth IRA

Personal Legacy Strategist, Vol. 2

"Who's monkeying with your family’s wealth?"
The unintended beneficiaries of your trust-owned life insurance

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Wealth Impact Partners

34 Washington St., Suite 205, Wellesley Hills, MA 02481
781.489.9800 - info@wealthimpactpartners.com

33 College Hill Road, Suite 31A, Warwick, RI 02886

Securities offered through ValMark Securities, Inc

Member FINRA, SIPC. Investment advisory services offered through
ValMark Advisers, Inc. a SEC registered investment advisor,
130 Springside Dr., Suite 300, Akron, OH 44333-2431, 800-765-5201

Wealth Impact Partners is a separate entity from ValMark Securities, Inc.
and ValMark Advisers, Inc.

Any tax advice contained herein is of a general nature and is not intended
for public dissemination. Further, you should seek specific tax advice
from your tax professional before pursuing any idea contemplated herein.
This advice is being provided solely as an incidental service to our business
as insurance professionals.

Third party posts do not reflect the view of Valmark Securities, Inc., or Valmark Advisers, Inc. and have not been approved by them prior to posting.