Liz Martinis

Retirement Plan Consultant

 

The relationships iMPACT has with their clients is what makes coming to work everyday fun for Liz. No two clients are alike and the culture is unique in every building they walk into. Her job is to figure out what the clients’ want and need to make their retirement plans successful. She strives to help employees understand their benefits in a way that makes them want to participate in making their retirement what they want it to be!  Working with both executive committees and their employees gives her a unique perspective into both sides of the retirement equation.

 

Liz holds a B.A. in International Studies and Business from Portland State University and a M.A. in International Policy and Development from the Middlebury Institute of International Studies at Monterey.  She has sought to bring financial inclusion and awareness to underserved communities in Central and South America. She passes the same fervor to her work with Impact Benefits & Retirement and their clients.

 

In her spare time, Liz loves enjoying the outdoors with her energetic dog, Lou-from-Peru. She is an avid reader and seeker of knowledge! When not enjoying the solitude of the outdoors and reading, she spends time with family, cooking, drinking wine, and enjoying the love that only family can bring!

 

 

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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 © 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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