When you invest you become a shareholder or owner. As an owner, it’s important to know how the companies you’re invested in make money. You’d be proud to own certain companies because they’re filling a need and truly blessing mankind. On the other hand, there are some you want to avoid investing in because they make money from products or services that do not align with your deepest core values.
Please select any products or services that you want to actively avoid promoting or profiting from.
The institution of business has a unique ability to fill a need, create true value and positively impact the world.
Please select any products or services that you want to actively promote or profit from that are positively impacting the world.
Values Aligned Investing
Tax & Estate Planning
Retirement Plan Design & Implementation
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