Are there investments you want to seek out or avoid for philosophical reasons? Are you interested in investing in companies that recognize their responsibility to be ethical members in society and in the environment? Do you want to find ways to invest in your community? Many Vaerdi clients are interested in making an positive impact with their investments. We welcome the opportunity to discuss and explore what socially responsible investing means to you.

Had an independent review of your retirement goals and plan...?

401k, 403b, deferred comp IRA's, Roths & rollovers Employer-sponsored plans Matching contributions

Reviewed your investments...? Account consolidation Strategic outlook Asset allocation Position monitoring Portfolio rebalancing Account administration

Took a hard look at your insurance coverage...?

Risk analysis Policy review Coverage placement Agent selection Life & disability Health & long term care Property & casualty