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Standley Financial Group

What Is a Financial Wellness Plan?

A financial wellness plan is a strategy that strives to address four key objectives.

Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. It is important that you do not use email to request, authorize, or affect the purchase or sale of any security, to send fund transfer instructions, or to affect any other transactions. Any such request, orders, or instructions you send will not be accepted and will not be processed. The text of this communication is confidential and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further disseminating. Recipients should be aware that all emails exchanged with the sender are automatically archived and may be accessed at any time by duly authorized persons and may be produced to other parties, including public authorities, in compliance with applicable laws.

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