Financial Planning is a key step toward empowerment for LGBTQ+ community. A solid financial foundation is a core element of their freedom and protection. We specialize in helping the LGBTQ+ community plan for their unique financial needs, from startimg a family to planning your estate, while navigating the ever-changing world of laws and regulations.
Here are some of the financial planning aspects we can help address:
- LGBTQ+ Seniors and retirement strategies
- Socially-responsible and LGBTQ+-friendly investments for your portfolio
- Addressing the unique concerns the LGBTQ+ community faces in terms of medical directives, power of attorney, wills, and beneficiary designations
- LGBTQ+ friendly attorneys and other financial professionals
- And much more!