Client Service Experience
Our dedication to clients is demonstrated through our service model. Clients can expect to receive individual attention and support on an ongoing basis.
Comprehensive Financial Planning
We encourage our clients to create a financial plan prior to making investment decisions. We will help you to refine your dreams into actionable goals and create a strategy to pursue those goals as efficiently and effectively as possible.
As the fiduciary responsible for your financial assets, we are dedicated to acting in your best interest when making recommendations about your savings and investment strategies. That includes making sure your investments are allocated appropriately for your personal risk tolerance and financial stage of life.
Annual and Semi-Annual Reviews
We expect to work as a team, if any circumstances change, please let us know immediately. A crucial part of any investment plan is to review your accounts twice a year to ensure that you are on track with your goals and revise as needed.
You will receive an account statement about two weeks after the end of each financial quarter. When you have questions, we will follow up with you regarding any concerns that need to be addressed.
Personal Situation Reviewed Annually
Oftentimes the best intentions go awry when information becomes outdated or obsolete. We will review your information with you annually and recommend an estate attorney if needed.
Educational Seminars &
To further our relationship with our clients, we offer educational seminars and client events. These activities allow us to get to know one another outside our regular office meetings and phone conversations.
Debbie Bishopp, CFP®
Impact Wealth Advisory, PLLC
428 S. Gilbert Road, Suite 109, Gilbert, AZ 85296
Direct Phone: 480.802.9620
Color of Money Risk Analysis
Color of Money Risk Analysis
Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (
a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice. Insurance products and services are offered through Bishopp Insurance Services, LLC. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Impact Wealth Advisory, PLLC and Bishopp Insurance Services, LLC are not affiliated with Gradient Securities, LLC. Impact Wealth Advisory, PLLC, Bishopp Insurance Services LLC and Gradient Securities, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. Check the background of this investment professional on FINRA's BrokerCheck ».
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