When Nathan Ollish, CFP®, joined our firm last year, we knew it would open doors to new opportunities for Impel Wealth Management and its clients. We immediately increased our capacity, allowing us to better manage our growing client base. Nathan also brought a fresh perspective to an underserved audience: Older millennials.
This group of people, ages 30 to 45, are largely ignored by the financial planning industry because they are in the early accumulation phase of their lives while managing the expenses of children, higher education and mortgages. Many financial firms push this group to the side and basically say, "Talk to us when you've got more to invest."
This audience is valuable - these are people with real financial planning needs who want to work toward the future with the help of a trusted resource.
Welcome, Simplifynance!
Simplifynance, a new service offering of Impel Wealth, gives this group of people access to an experienced Certified Financial PlannerTM (CFP®) and technology that helps keep them on track with their goals.
Impel Wealth was chosen through its affiliation with the Horizon Advisor Network, and Nathan is the second financial advisor to launch Simplifynance. That number is expected to grow this year.
In this issue, you can read more about how Simplifynance works and who in your circles may benefit from it.
From a high-level perspective, Simplifynance, under Nathan's tutelage, offers young families and individuals in our circles a clear path toward long-term financial well-being. We are eager to help set more clients on a path for success, at younger ages, by assessing their goals and offering recommendations and tools to pursue them earlier.
Simplifynance also aligns perfectly with our approach to service. While there are other apps that can offer budgeting and financial "suggestions," the input of a CFP is critical.
Nathan brings the balance of modern technology and a personable approach.
I encourage you to share the Simplifynance story with your loved ones and friends. As always, thank you for being part of the Impel Wealth family.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.