Services

Comprehensive Financial Planning

Our firm specializes in helping individuals, families, business owners and non-profits develop socially responsible investment and retirement strategies. We care about what matters to you.

Custom Sustainable Solutions

We educate our clients about financial concepts and products, and take the mystery out of ESG | SRI investing. Using over 50 individual screens we are able to provide a fully customized investment portfolio for many of our clients.

Investments

Stocks, Bonds, Treasury

Brokerage

Retirement Accounts

(IRA, 401k, 403b, 529, Roth, SEP, Simple, Custodial)

Variable Annuity

Financial Planning

Estate

Tax

College

Retirement

Profit Sharing

Divorce

Insurance

Disability Income Insurance

Life Insurance (Whole Life, Term, Key Person)

Long-Term-Care Insurance

Fixed Indexed Annuities

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Info@FairPlanetAdvisors.com | 509-398-8428