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FOCUSING ON WEALTH MANAGEMENT AND COMPREHENSIVE PLANNING FOR SELECT INDIVIDUALS

MPACT Financial Group

MPACT Financial Group

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A Modern Approach to Investing

Investing has two basic components: risk and return. Our philosophy of investing is to help minimize the risk on the downside while capturing return on the upside.

Meet Us

Investment Synergy

An alternative to traditional buy and hold methods. Learn about the five super elements of investing.

The financial world is rapidly changing and becoming increasingly complex. From new technologies to global unrest, the need is arising for progressive investments and strategies. We believe the traditional method of “Buy and Hold” is no longer adequate for investing and can put investors at the mercy of the market. Instead, we combine five strategies into one portfolio called Investment Synergy or I-Synergy to allow an investor the opportunity to capture market upside while simultaneously managing risk on the downside.

The question is: Do You Have a Modern Approach to Investing?

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Becoming a Client:

  • Schedule a Meeting
  • Identify Priorities
  • Get a Plan
  • Invest
  • Review
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One Team. One Approach.

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This communication strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, LA, MA, MD, MN, MS, NC, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, WA No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC or NCUA insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA & SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.  

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