LGBTQ+ Financial Planning
LGBTQ+ singles, couples, and non-traditional families are often faced with specific challenges when it comes to starting a family, planning for health care, and determining the best way to pass assets to their heirs. These decisions require financial, emotional, and logistical planning.
We partner with LGBTQ+ clients for the long term to offer advice and planning in these areas and can help you assess and navigate your options to reach these goals. As your needs, wants, and goals change over time, we will be there to support you every step of the way.
We can also connect you with a network of professionals who are a part of, or allied with, the LGBTQ+ community to ensure you are treated with respect and kindness as you navigate the legal requirements of these areas.