Comprehensive Investing & Financial Planning Services
Bill Stant has worked in financial services since 1996. He is focused on risk management. Sometimes it involves investing. Sometimes this requires insurance. Sometimes both are needed. Sometimes neither is appropriate. But it never hurts to HAVE A PLAN.
Check out the offerings below, and if you think there may be a fit between your needs and Bill's services, feel free to email or call anytime to schedule a consultation.
Bill never charges for listening, whether on the phone or in person, or for reading and responding to email or text.
Check the background of investment professionals on FINRA’s BrokerCheck.
Find information about Bill and his colleagues at SharePower Responsible Investing on Facebook.
Check out the SharePower website.
Socially Responsible Investing (SRI) - There is a reason it was SRI before it became ESG.
Portfolio Management and ESG Screening integrates your concerns into securities selection.
Bill seeks to invest in companies that operate democratically, including providing voting seats on Boards of Directors for rank-and-file employees. Bill seeks out investments in companies and investment products with a solid commitment to Corporate Social Responsibility. Bill avoids investments in companies and investment products for whom ESG is really only a marketing strategy, and for whom G turns out to involve greenwashing.
Exceptions to SRI and ESG:
Sometimes, the pursuit of financial security for you and your family requires investments or insurance products that do not meet SRI and ESG standards. Bill discloses this to clients wherever he finds it. Bill will not let a commitment to SRI interfere with your goals.