What is Human Investing?
Human Investing is all about faithfully serving the financial pursuits of all people. It’s not just about managing investments or wealth; it’s a comprehensive approach that covers estate planning, insurances, retirement, corporate benefits, and taxes. Whether you’re just starting out or well on your way, Human Investing aims to guide you toward financial wellness with personalized, accessible services.
Main Benefits of Human Investing
Here’s what sets Human Investing apart:
- Over 20 years of experience backing every financial decision
- Fee-only structure with competitive fees starting at 1.25% per year
- No account minimums, no commissions, no surprises
- Access to a unified team of credentialed financial experts across multiple disciplines
- Trusted advisors for local credit unions, leading Northwest companies, and thousands of individuals and families
Financial Planning for Individuals and Families
Human Investing goes beyond just investments. It offers counseling on all aspects of your financial life—estate planning, insurance needs, retirement strategies, corporate benefits, and tax considerations. The goal? To create a financial plan that works toward both your short-term and long-term goals. Whether it’s saving for a home down payment or figuring out if you’ll retire on time, this personalized approach covers it all.
Workplace Advisory for Retirement Planning
Human Investing partners with some of the Northwest’s leading companies to provide retirement plan offerings, employee education, and compliance support. This means employees get the guidance they need to make smart retirement decisions, while companies benefit from expert support to keep their plans compliant and effective. It’s a win-win that helps everyone prepare for the future.
A World-Class Team of Financial Experts
Clients gain access to a team of credentialed experts who specialize in different financial disciplines. From lead advisors to associate advisors and client service administrators, the team works closely with each individual to ensure their financial plan evolves with their life. Real people, real expertise, and real support every step of the way.
Impact on Sustainable Development Goals (SDGs)
- SDG 1: No Poverty – Helping individuals and families achieve financial security
- SDG 8: Decent Work and Economic Growth – Supporting workplace retirement planning and employee education
- SDG 10: Reduced Inequalities – Making financial planning accessible with no minimum fees or account sizes
- SDG 17: Partnerships for the Goals – Collaborating with local credit unions and companies to extend financial wellness
Human Investing Events and Resources
Beyond personalized planning, Human Investing offers livecasts and recordings on popular financial topics to keep clients informed and engaged. Their journal features timely content related to financial planning, retirement, and marketplace trends—because staying educated is key to making smart financial moves. Plus, with easy contact options and convenient office hours, getting support is straightforward and hassle-free.
