At Impact Benefits & Retirement, we’re fundamentally different from other financial services companies. Regardless of your needs—help with employee benefit programs, retirement plans, business executive benefits, group insurance, personal wealth accumulation & management, or any of our other offerings:


One thing is clear, our reason for being is to make benefits and investing clear and accessible, and to make our clients’ day better……

We look at the bigger picture, thinking of our clients’ futures from multiple points of view.


Our clients trust us because we always give it to them straight – and we always welcome straight talk back.


Other firms offer similar packages, services, options and funds, but the person you work with – how they handle themselves, the way they show they care – makes a difference.


When you call, we do

our best to quickly resolve any

issue or question you have. You won’t get caught up in some automated customer service system or process loop – you’ll get someone ready and

able to help.


Retirement Services

Group Insurance

Wealth Management

Striving for retirement readiness


We help your people become retirement ready while also helping your business with:


  • Employee Education and Participation
  • Fiduciary Risk Management
  • Investment Management
  • Lower Costs through plan efficiency


If our retirement plan services don’t deliver overall plan results that exceed our fee, then you should fire us. Simple as that.




Group Benefits


We are knowledgeable, reliable, detail-oriented and service-focused. In today’s rapidly changing health care marketplace, we help you balance cost with the well-being of your people by focusing on:


  • Benefits to your employees
  • Cost efficiency
  • Reliable Service
  • Hassle-free program management




Wealth Accumulation & Risk Management


We get it. Not everyone is independently wealthy. Before you start thinking about managing your wealth, it would be wise to develop strategies to accumulate wealth.


Whether your current focus is better geared toward wealth accumulation or wealth management, we treat you as an individual, developing a customized approach to your personal objectives driven by independent research.




Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

5441 SW Macadam Ave. Ste 301

Portland, OR 97239

Tel: 503-248-0561

Toll Free: 877-248-0561



Impact Benefits & Retirement © 2017. All Rights Reserved.



Advisory services offered through LPL Financial, member FINRA/SIPC and a registered investment advisor. Investment advice may also be offered through Financial Advocates Advisory Services, a registered investment advisor, DBA Impact Benefits & Retirement and a separate entity from LPL Financial.

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