What We Can Do For You

Russ Rybicki, AIF®, CRC®, CSRICTM and SharePower Responsible Investing
offer a broad range of personalized financial services:

  • Personalized Financial Planning Services
  • Investment and Retirement Services
  • Comprehensive Asset Management
  • Custom Stock, Bond and Mutual Fund Portfolios
  • Life Insurance and Annuities
  • Personal Budget Development & Coaching
  • Focus on Socially & Environmentally Responsible Investments

 

The SharePower team can help you:

  • Assess your current financial situation and prepare a Personal Financial Plan, tailored to your unique financial situation, social & environmental values, and risk tolerance
  • Help you clarify the social & environmental criteria that are most important to you
  • Recommend a properly diversified portfolio that meets your needs for growth and income as well as risk tolerance
  • Apply appropriate negative and affirmative social screens to identify and avoid investing in companies you oppose, and favoring companies that are making progress in environmental and/or human rights issues
  • Help you prepare a personalized Spending Plan, if needed, and continue monitoring your progress towards your financial goals
  • Develop strategies to provide retirement income from your investments with a plan to leave the most possible to your heirs
  • Plan for other goals such as college funding, long term savings, starting a business, or other dreams you have

 

We can also help Non-profits and Businesses:

  • Ensure that your endowment or investments are consistent with your mission and values
  • Create a strategy that emphasizes safety as well as growth to help protect your organization's assets
  • Give your employees socially responsible 401(k) options and design a 401(k) plan that will help them adequately save for retirement with Socially & Environmentally Responsible options

 

Benefits of working with Russ Rybicki, AIF®, CRC®, CSRICTM/SharePower Responsible Investing:

  • Find comfort in knowing that your investments are consistent with your values
  • Security knowing you have a plan to work toward your goals and having the retirement lifestyle you desire
  • Ongoing monitoring of investments with most service plans to make sure you are on track to reach your financial goals

 

Our team will use our best judgment and best efforts in screening your portfolio based on the predetermined criteria. We will update our analysis on an annual basis or more frequently as new information becomes known. While we believe our sources of information are reliable, they cannot be guaranteed.

 

We Support You In Reaching Your Financial Goals