Take Your Money to the
Next  Level & Live!

A Strategic Partner You Can Trust

Equipping You with Sound Financial Advice for a Brighter Future!

Embark on a transformative financial journey with Impactful Wealth Solutions, where our goal is to provide you with comprehensive and personalized financial planning services. Specializing in Insurance, Retirement Plans, Investment Management*, and Tax Planning & Preparation, we are dedicated to simplifying complex financial concepts and making them practical and understandable for you. With a rich history spanning nearly 25 years, our firm has been the cornerstone of trusted advice and effective financial solutions, helping our clients achieve their aspirations and financial independence.

Our philosophy centers around you – your life, your goals, and your dreams. We believe that effective financial planning is more than managing assets; it's about aligning our expertise with your unique priorities and life plans. As you explore our website, we invite you to learn how our commitment to excellence can make a tangible difference in your financial journey. Join us, and  together we'll navigate the path to your financial success transforming your aspirations into tangible achievements. 

   We've been providing valuable financial advice for nearly 25 years.   
Hello! I'm Tiffany Tippins
Weatlh Strategist for Individuals and Small Business Owners
who want to maximize their income and reduce their tax liability.
At the heart of my approach to wealth management are four core values: Transparency, Collaboration, Respect, and Trust. These principles not only define my professional ethos but also guide how I interact with each client, ensuring that your financial journey is as rewarding as it is successful.

My passion for finance isn't just a career; it's a calling. With a rich background in managing employee benefits and retirement plans for various corporations, I bring a wealth of experience to the table. My role extends beyond administration; I'm deeply involved in shaping the financial futures of my clients through meticulous portfolio management.

As the author of “Your Journey to Wealthy Living,” a Financial Planning Journal, I've taken my commitment a step further. This journal isn't just a tool; it's a companion for those seeking to understand and improve their financial habits, offering insights into daily cash flow management and behavioral financial changes.

Education is the cornerstone of my expertise. I hold a Bachelor's degree in Sociology from Hampton University and an MBA in Entrepreneurship and Innovation from Drexel University and IAE Business School, with international exposure from my studies in Buenos Aires, Argentina. My commitment to staying at the forefront of the industry is evident in my continuous pursuit of knowledge. I proudly hold the Retirement Plans Associate (RPA) designation from the International Foundation of Employee Benefit Plans and The Wharton School of The University of Pennsylvania along with other accolades and certifications list below.

As a virtual advisor, my reach is as boundless as my dedication. Serving clients across the country, I bring personalized financial strategies to your doorstep, no matter where you are. My focus on small business owners and women stems from an understanding of our unique financial needs and challenges.

On a personal note, I'm a proud fur mom to two miniature poodles, Ruby & Brandy, and call Dallas, Texas my home. My love for animals and my community is as deep as my commitment to your financial well-being.

Let's embark on a journey to financial empowerment together, where your goals are not just understood but passionately pursued.


Awards
Certifications
Registrations
Dallas Business Journal
Women of Influence

Women of Impact
Accountant & Financial Educator

Small Business Association
Business Owner of the Year
Certified Employee Benefits Specialist
Retirement Plan Associate

Internal Revenue Service
Earned Agent- Candidate*

Intuit: QuickBooks
Advisor PRO Certification
Investment Advisor Representative

Series 6: Investment License

Series 63: Investment License

Series 7: Investment License

Series 66: Investment License
Practice Areas
We make sure your money is working in concert.
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Financial Planning
Unleash your financial potential with our tailored Financial Planning services. We help you chart a path to prosperity with personalized strategies that align with your unique goals.
Investment Management
Transform your portfolio with our expert Investment Services. We guide you through the market's complexities, unlocking opportunities that align perfectly with your financial objectives.
Insurance & Estate Planning
Secure your legacy and protect what matters most with our comprehensive Insurance & Estate Planning services. We craft custom solutions to ensure your peace of mind for tomorrow’s uncertainties.

Tax Planning & Preparation
Minimize your tax burden and maximize your peace of mind with our expert Tax Planning and Preparation services. Stay ahead of the curve with strategies that optimize your financial situation.

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Retirement Planning
  Imagine a retirement filled with joy & security. Our Retirement Planning services make it a reality. Let's build the roadmap to your dream retirement, balancing your lifestyle and financial wellness.  

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Business Services
Revolutionize your business finances with our dual expertise in QuickBooks Cleanup & Accounting Services. With our financial leadership, we drive your business towards financial success.
Our Resources
Empowering Your Financial Journey with Innovative Solutions
Financial Planning 
A Personal Approach 
Before diving into the numbers, we prioritize getting to know what matters most to you, now and in the future. Our financial planning process is comprehensive, designed to encompass every aspect of your financial life. Whether you're fine-tuning your cash flow, planning major expenditures, or setting sights on retirement, our state-of-the-art financial planning software is your ally. Experience how our tools create a personalized plan, meticulously tailored to meet you at any stage of your financial journey.
 
 
 Investment Planning 
 
A Strategic Approach 
Navigating your finances effectively means maximing your money's potential which is a fundamental aspect of effective financial management.  Our investment management programs offer the best of both worlds: the flexibility for you to be in the driver’s seat or the option to let our expertise guide you. Leveraging state-of-the-art software, we accurately identify your risk tolerance, aligning it with your investment objectives to recommend the ideal portfolio. As your financial partner, we're committed to designing a portfolio that resonates with your comfort level, while also making informed, ongoing adjustments based on its performance and our discussions with you. Experience the blend of technology and personalized strategy that makes your investment journey both reassuring and rewarding.
Tax Planning & Preparation
Optimizing Returns, Minimizing Liabilities
Transform the way you approach taxes with our Tax Planning and Preparation services, designed to minimize your tax burden and elevate your peace of mind. Utilizing advanced tax planning software equipped with cutting-edge OCR technology, we offer a new level of precision and customization. Our system swiftly generates tailored tax reports and pinpoints crucial income thresholds, unlocking opportunities for strategic moves like Roth conversions, tax-efficient withdrawals, qualified business deductions, and more. Stay at the forefront of tax strategy with our dynamic solutions, crafted to optimize your financial landscape.
Let's Stay Connected!
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To ensure you receive updates that truly matter to you, please fill out the questionnaire below. It's your first step towards a journey of customized insights and tips from us.

Don't miss out – your tailored financial journey starts here!


Privacy Policy * SMS Policy
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  Securities offered through Impactful Wealth Solutions, a Registered Investment Advisor. Advisory &  Insurance services offered through Impactful Wealth Solutions,104 E. Ovilla Rd. Unit 1015 Red Oak, TX 75154 (888) 828-7526 Impactful Wealth Solutions provide products and services for which they are appropriately licensed to offer and solicit. Investors should carefully consider their specific investment objectives and financial position before implementing any financial strategy. Impactful Wealth Solutions does not provide legal advice. Investors should consult with their legal or tax advisor regarding their specific situation.
IWS ADV 2A & 2B  

Phone Numbers:
Local Tel: (214) 662-9634
Gen Tel: (888) 828-7526

Email: info@impactfulwealthsolutions.com

Address
104 E. Ovilla Rd. Unit 1015
Red Oak, TX 75154
Copyright 2023 . All rights reserved
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