Lawrence Turow, CFP, MBA, APMA

Excited to share that Impact Financial Group is a recipient of the 2024 Ameriprise Client Experience Award! Incredibly proud to be a part of this team, we could not have received this award with the continued support of everyone involved. Thank you to all those that made this possible!
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As more and more people step into the shoes of being an entrepreneur, it’s important to know what you’ll do when you’re finally ready to slow down and step out.

Read the article below to learn more about why entrepreneurs need an exit planning strategy!

Why Every Entrepreneur Needs An Exit Strategy When I began my journey, selling my business was the last thing on my mind. However, as time passed, I understood why all entrepreneurs need an exit strategy.

Happy Small Business Week!

From April 28th to May 4th, don’t forget to thank the small business owners in your community!

Are you looking to make an exit? Don’t know where to start?

Check out the article below to learn about a few options you may have as you continue the exit planning process!

How To Make A Successful Business Exit While some entrepreneurs start a new business with an exit in mind, others give little thought to selling their company until opportunities present themselves.

A much-needed break!

As the weather’s gotten warmer, it was time to take the annual trip to my happy place, Las Vegas!

I had a blast playing golf and pickleball, watching shows and going out to eat with my friends.

See you next year, Las Vegas!

Our partner, PivotPoint Business Solutions, has launched the first ever “State of Succession and Exit Planning” survey for the Horticulture Industry. I’m eager to see the insights and best practices they share from the survey!

Learn more about the survey and how to participate here:

Where Does Your Company Stand With a Succession or Exit Strategy? Please take this survey that is designed to bring clarity to one of the biggest questions a green industry business owner faces: how to transition out of my business “without regret.”

If you earn too much to contribute directly to a Roth IRA, reach out to me for guidance on the appropriate strategy for your situation. I want to help you benefit from this tax-advantaged account.

Roth IRA strategies for high-income earners Roth IRAs are powerful retirement savings accounts.

Do you feel like you need to play catch-up with your retirement plans? No matter where you are in your career, we can help you save for retirement now.

I’m honored to share that I have received the 2023 Ameriprise Client Experience Award. I earned this recognition by consistently delivering outstanding client care, excellent service and personalized advice to help clients like you achieve their long-term financial goals.

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Are you nearing retirement? If so, let’s connect to develop a tax-efficient withdrawal strategy that takes four key factors into consideration:
1. Expenses
2. Sources of income
3. Tax situation
4. The current market

How to create a tax-smart retirement withdrawal strategy 4 factors for investors to consider.

Is a 401(k) loan or withdrawal a good idea for you? Before you make a move, let’s connect.

Borrowing or withdrawing money from your 401(k) What are the considerations of taking a loan against your 401(k) vs withdrawing funds from it? Explore reasons why people borrow against their 401(k).