SIMPLIFYNANCE: 
BRINGING A MUCH-NEEDED SERVICE TO OUR CLIENTS AND COMMUNITY

By Jesse W. Hurst, II, CFP®, AIF®
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.
INTRODUCING SIMPLIFYNANCE

A new approach to financial planning for young professionals
By Nathan Ollish, CFP®
When it comes to financial planning, we've all heard the advice that "it's never too late to start." But if you're just graduating college or starting a career, the opposite is also true: it's never too soon to start planning your financial future.

In the world of wealth management, time can be one of your greatest assets. By leveraging the power of compound interest, getting a jump start on saving and investing will make a significant impact on your long-term net worth.  

But for many young people, the thought of setting financial goals, like paying off student loan debt, buying a house or investing for retirement, can be overwhelming. That's why Impel Wealth Management is excited to introduce our newest financial planning program - Simplifynance. 

Simplifynance is a next-generation fee-based financial planning and advice platform. It takes traditional financial planning and simplifies it by offering advice and education on what matters most to our younger clients. 

Think of it as a dashboard for your financial life. With Simplifynance, you get: 
  • A personalized financial plan from a Certified Financial Planner™. 
  • Real-time tracking of your financial goals. 
  • Budgeting tools to help track your spending. 
  • An overview of your goals, assets and liabilities - all in one place.
As a member of the millennial generation myself, I know plenty of young professionals in northeast Ohio have worked hard to earn the success they've achieved so far in life. But when it comes to financial planning, most traditional wealth management firms are primarily focused on serving clients with significant investment assets. 

Simplifynance is different. It was designed with the unique needs of young professionals in mind. And I believe it will be a powerful tool to help the next generation of Impel clients start down the right path toward the future they envision.

Want to learn more about how Simplifynance can help you reach your financial goals? Check out our website at www.simplifynance.com or email me at [email protected] for a free initial meeting.


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.

Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested.  No system or financial planning strategy can guarantee future results.

Impel Wealth Management 
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