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

Retirement Plan Consultant

Perspective

Honesty

Personality

Professionalism

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 © 2018. All Rights Reserved.

 

 

Securities offered through Triad Advisors, LLC, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser. Resources Investment Advisors, LLC and iMPACT Benefits & Retirement are not affiliated with Triad Advisors, LLC.

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