LGBTQ+

We understand that financial planning is a crucial aspect of life and we are committed to serving the diverse needs of our clients. Our goal is to provide a safe and inclusive space for individuals of all genders, sexual orientations, and identities.

At our firm, we believe that everyone deserves equal access to financial planning resources and advice, regardless of their sexual orientation or gender identity. We are committed to providing personalized financial planning services that address the unique needs of LGBTQ+ individuals, couples, and families.

We understand that financial planning can be particularly challenging for LGBTQ+ individuals, who may face discrimination and legal barriers in areas such as marriage, adoption, and inheritance. Our experienced financial advisors are allies and are knowledgeable about the legal and financial issues affecting the LGBTQ+ community and can help you navigate these challenges with confidence.

Our services include retirement planning, investment management, tax sensitive strateiges, estate planning, and more. We will work closely with you to develop a customized financial plan that takes into account your unique goals, values, and circumstances.

We are proud to be an LGBTQ+ inclusive financial planning firm and look forward to serving you. Please contact us today to schedule a consultation with one of our advisors.

At our financial planning firm, we believe that everyone deserves professional, experienced financial guidance. Whether you are a member of the LGBTQ+ community or not, we are committed to providing inclusive and customized financial planning services that address  your unique needs.

Financial planning should be tailored to your goals and aspirations, whether you are an individual, a couple, or part of a modern, blended family. As an LGBTQ+ couple, you may face the same financial challenges as any other couple, such as planning for college, retirement, caring for loved ones, and estate settlement. Our experienced and compassionate CERTIFIED FINANCIAL PLANNER™ professionals are here to listen to your unique needs and guide you in creating a financial plan that works for you.

We understand that even though it is now legal to get married, it may not always make sense financially for you and your partner to do so. Combining assets and debts in a new relationship takes careful consideration, and there may be potential benefits and disadvantages to marriage depending on your specific situation. We can help you navigate these complex financial decisions with confidence.

For LGBTQ+ singles, we recognize that estate planning and health care planning are important regardless of sexual orientation or gender. As you age, you may face unique challenges without the support of a life partner, and we are here to help you plan for the future.

At our firm, we embrace diversity and inclusivity, and we are committed to providing a safe and welcoming space for individuals of all backgrounds and identities. By exploring your financial situation together and creating a personalized financial plan, you can feel more confident about your spending plan, investments, and life planning.

We are your life planning partners, and we are here to help you achieve your financial goals. Reach out to us today to schedule a consultation.