At Impact! Partners Financial, families choose us because we put their goals first. As independent fiduciary advisors, we provide transparent advice, advanced tax and retirement strategies, and a holistic approach that goes beyond investments.
Rooted in Texas values and dedicated to multi-generational guidance, we deliver the clarity, confidence, and personal attention families need to retire smarter, live longer, and leave a lasting legacy.
Named one of Forbes’ Top Texas Advisors and Houston’s Top CEOs,
Summer A. Roberts is a nationally recognized fiduciary advisor, author of the book
Retire With Impact!, and host of The Texas Wealth Report.
As CEO of Impact Partners Financial, she leads one of the fastest-growing independent advisory firms in Texas,
helping families retire smarter, live longer, and leave a legacy with confidence.
Beyond her professional achievements, Summer is a proud mom of three and a committed community leader,
serving organizations that reflect her values of faith, family, and purpose.
Summer understands what truly matters — building a retirement that supports not only financial security,
but also the life and legacy her clients have worked so hard to create.
You’ve worked hard, saved wisely, and built a life worth protecting — but retirement brings new challenges that many don’t see coming. Government policies are shifting. Healthcare costs are climbing. People are living longer than ever. And if you’ve done a good job saving, taxes could take a bigger bite than expected.
Retire With Impact! is your practical guide to navigating these critical years. Inside, you’ll discover strategies for:
Managing investment risk
Reducing your tax burden
Maximizing Social Security
Creating reliable retirement income
Because the truth is — a successful retirement doesn’t happen by accident. It happens by design.
Don’t leave your future to chance. With the Retire with Impact Blueprint™, you’ll gain clarity, confidence, and a plan built around you.
Investment advisory services offered through Foundations Investment Advisors, LLC (\”Foundations\”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or perspective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
