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.
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.
Stocks, Bonds, Treasury
(IRA, 401k, 403b, 529, Roth, SEP, Simple, Custodial)
Disability Income Insurance
Life Insurance (Whole Life, Term, Key Person)
Fixed Indexed Annuities
Info@FairPlanetAdvisors.com | 509-398-8428