Welcome

This site is referenced in my book, Low Fee Socially Responsible Investing: Investing in your worldview on your terms.

Several examples of applying a low fee approach to the socially responsible investing are provided on the following pages:

Fossil Free

Keeping Faith

Political Accountability

Racial Harmony

Peak Water Portfolio

Low Fee Vegan Investing

A Links page is provided to find further information.

Please refer to the contact information provided if you have any questions not addressed in the book. Perhaps your question may be addressed in the next edition.

If you are looking for a financial professional in your area to assist in the area of low fee socially responsible investing, refer to the contact information provided for a potential recommendation.

If you are interested in socially responsible investing but have avoided this area due to concerns over investment fees or control over the investment selection process, consider reading my book (available from CreateSpace.com, Amazon.com (paperback), or Kindle format).

Kindest regards,

US SIF Member 2014

Tom Nowak, CFP ®
Grayslake, IL
Quantum Financial Planning LLC
www.quantumfinancialplanning.com
Email: info@quantumfinancialplanning.com

Social and Environmental Mission and Vision Statement

Quantum Financial Planning LLC provides hourly, fee-only financial planning services to indivduals, families and small organizations. In the area of socially responsible investing, our goal is to highlight low fee approaches to self-directed investors who typically use hourly advisors, as needed, rather than commission or asset-based service providers. In a low return economic environment, low investment fees provide for a more sustainable proposition to the investor. A website devoted to low fee socially responsible investing will be maintained, and expanded upon, to increase the number of socially responsible or impact investors.

Disclaimers

This site is not intended to provide specific investment, tax or legal advice. You should consult appropriate professional help in your investing decisions.

This Quantum Financial Planning LLC web site offers links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the lowfeesociallyresonsibleinvesting.com web site. These sites are managed by unaffiliated organizations that do not have a business relationship with Quantum Financial Planning LLC (with the exception of http://www.quantumfinancialplanning.com). These links are only offered for use at your own discretion.

Quantum Financial Planning LLC does not provide, and is not responsible for, the product, service, or overall website content available on third-party sites. By providing links to these sites Quantum Financial Planning LLC is not promoting, approving or endorsing either the content of the sites or any product or service offered by the sites’ sponsors.

Our privacy policies do not apply to linked websites. You should consult the privacy disclosures on each third party site for further information. Third party web sites may provide different security features than this Quantum Financial Planning LLC web site.