ABOUT US

 

At Impact Benefits & Retirement, we operate on three core elements:

 

We value our clients and the community:

Our industry has the power to truly improve lives. We're humble stewards of that idea-we know if we do our jobs well, and treat people with the respect and dignity they deserve, we can make a broader positive impact on our neighbors, our community, and our industry.

 

We value the importance of people:

We know our clients are people, not numbers. We always understand we're working with people, and we treat them like real human beings.

 

We value the personal impact of our work:

Money and well-being are emotionally charged issues. We always remember we're not just talking about numbers and plans-we're affecting people's health and future.

Meet Our Key Staff

Candy Dietz

Managing Partner

Mary Caballero

Managing Partner

Steve Altishin

Senior Account Executive

Liz Martinis

Senior Client Associate

Robert Caldwell

Wealth Planner

Matthew Mai

Wealth Advisor

Perspective

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

Honesty

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

Personality

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.

Professionalism

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.

5441 SW Macadam Ave. Ste 301

Portland, OR 97239

Tel: 503-248-0561

Toll Free: 877-248-0561

Email: info@impactbenefits.com

 

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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