What counts in life is not the mere fact that we have lived. It is what difference we have made to the lives of others that will determine the significance of the life we lead. Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan. Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Services
Our Mission
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Our Financial Advisors work with passionate professionals who are living busy lives, helping to ensure their financial decisions reflect their deeply held values. At Impact Financial Advisors, we believe that you are more important than your money. Your money is merely a tool that can be used to "Impact the Future" for yourself and the people and causes that you care most about.
Paul Romo
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Before my life as a financial planner, I was in full-time ministry encouraging college students to grow in their personal faith at a pivotal time in their lives. I also worked as a junior high math teacher in an underserved community. I have always been drawn to jobs that are about helping people become their best version of themselves.
Thomas May
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Thomas is a Northern California native with roots in the Midwest. In early 2021 Thomas was engaged to his high school sweetheart and they are now planning a wedding. He has a competitive spirit and a love for automotive racing of all kinds. He prides himself in knowing his clients on a personal level and aims to be a lifelong resource for his clients.
Shawna Judkins
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Shawna has been the Client Services Manager at Impact Financial Advisors since February of 2012. She manages the day to day operations and works directly with advisors Paul Romo and Thomas May to create a meaningful client experience. Prior to working with Impact Financial Advisors, Shawna spent 12 years managing a woman's apparel store.
Flipbooks
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Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
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