Impactful Wealth Solutions, is a financial planning focused firm providing Insurance, Retirement Plans, Investment Managment* and Tax Planning & Preparation. Our mission is simple: to make financial principles easy to apply and comprehend while helping our clients achieve financial independence. For nearly 20 years, we have provided our clients trusted counsel and valuable financial solutions to help them achieve their goals and realize their dreams. Our focus is on your life and priorities, not just your portfolio.
Tiffany Tippins, MBA, RPA
Financial Planner - Investment Adviser
Transparency, Collaboration, Respect and Trust are the qualities Tiffany believes every great advisor should posses and best describes how she works with her clients and runs her practice. Tiffany has always had a passion for managing money. Today, Tiffany's career achievements encompass administering and managing employee benefits and retirement plans for several corporations in addition to managing her financial planning client's portfolios. She is also is the author of “Your Journey to Wealthy Living,” a Financial Planning Journal that helps individuals manage their daily cash flow and assists in identifying areas where they can make changes in their financial behavior.
Tiffany received her Bachelor's in Sociology from Hampton University and obtained an MBA in Entrepreneurship and Innovation from Drexel University and IAE Business School where she studied abroad in Buenos Aires, Argentina. She continues to stay relevant in her industry and values the power of education. She also holds the Retirement Plans Associate, RPA designation from the International Foundation of Employee Benefit Plans and The Wharton School of The University of Pennsylvania and is currently completing the CEBS & IRS Enrolled Agent designations. She also holds an active life, health, and disability insurance licenses and has obtain the FINRA Series 7, 63 & 66 investment licenses.
Meeting Your Needs at Every Stage of Life
A Personal Approach
Before we talk numbers, it's essential for us to get to know you. We want to understand what's most important to you now and in the near or distant future. Our financial planning process is holistic and involves an all-in-one comprehensive wealth planning solution. See how our tools deliver a personalized plan tailored just for you.
When it comes to your finances you want your money to work for you in the most efficient way possible. Through our investment management platforms you have the flexibility of being in complete control or allow us to do the driving for you. Either way, we will help you design a portfolio based on your risk tolerance and investment objectives and make necessary ongoing adjustments after discussing its performance with you.
Employees are the heart of any great business, and key employees and leaders are essential to long term success. Our goal is to help you retain great talent by finding the right balance between cost, funding and plan design for you to stay competitive in the marketplace.
Taxes must be considered in every financial decision we make. That’s why our team provides proactive planning to help ensure our clients success in any endeavor whether big or small. We help our clients better prepare for their next chapter in life by understanding how to establish income streams that meet their financial goals and also provide a favorable tax outcome. Contact us for an individual or business tax consultation and see how tax planning is the solution that will make the difference.
Companies, organizations, and investment funds make a difference in the world by fusing natural elements with man-made discoveries. Thanks to technology impact investments have gained substantial recognition because of its measurable investment growth. Today, impact investors are interested in...
In one way or another, we all have a complex relationship with our own money. Because of that, it’s hard to be rational all the time in how we use it. But where do our behavioral biases come from, and what can we do to counteract them? We explore these questions below. What Are Behavioral...
Choosing the right life insurance policy means striking a balance between what you’re able to pay today and what you want to leave your loved ones later down the line. And while price is a big factor, there are other important considerations to make when choosing the right policy for you. ...
Securities offered through Impactful Wealth Solutions, a Registered Investment Advisor. Advisory & Insurance services offered through Impactful Wealth Solutions, 865 Oak Ridge Rd. Suite A Muskegon, MI 49441. (888) 828-7526 Impactful Wealth Solutions provide products and services for which they are appropriately licensed to offer and solicit. Investors should carefully consider their specific investment objectives and financial position before implementing any financial strategy. Impactful Wealth Solutions does not provide legal advice. Investors should consult with their legal or tax advisor regarding their specific situation. IWS ADV 2A & 2B
Information about you that we collect: We collect non-public personal information about you and your transactions from the following sources: your applications or other forms or through our website; your transactions with us, our affiliates, or others.
How we use your information: As permitted by law, we may share information about you with IWS, parties that provide other services to us, and certain financial institutions with whom we have joint marketing arrangements. These parties and financial institutions have agreed to treat your information as confidential and not to share such information with other parties. This policy applies to present and former clients’ non-public information.
How we protect your confidential information: IWS has policies that restrict access to your non-public personal information to employees who need the information to provide investment alternatives or services to you. We maintain physical, electronic and procedural safeguards to protect your non-public personal information.