Financial Planning for LGBTQIA+ Individuals, Couples and Families

Financial planning and investment management for your needs

Financial planning and investment management for LGBTQ shows two men and their young son eating breakfast at the table.

Financial planning and investment management for LGBTQIA+ singles, couples and families is an important area of practice.  It requires an in-depth understanding and knowledge of the financial challenges facing the community.

We work with business owners, executives, and professionals by helping them simplify the financial complexities of their lives, whatever their goals and career stage.

Why financial planning is important

LGBTQIA+ business owners, professionals, and executives face unique challenges when it comes to their financial planning.  You need a financial advisor who understands the changing legal and employee benefit landscape.  You need an advisor that can offer you professional advice on reducing the tax burden placed on dual, high-income earners. You need an advisor that can help you prepare financially for family obligations.  You deserve a specialist that can help you maximize your strong commitment to community and philanthropy, while helping to ensure you have what you need to retire comfortably as you leave a legacy for others.

Financial planning opportunities for LGBTQIA+ singles, couples and families

As your personal CFO, we partner with you to create a personalized plan that adapts with you as your life, family, and career advances.  A comprehensive plan that addresses your financial situation may include:

  • Income tax planning
  • Compensation Review
  • Benefits package review
  • Asset protection
  • Retirement planning
  • Estate planning
  • College planning for your loved ones
  • Equity compensation analysis
  • Portfolio rebalancing
  • Insurance planning
  • Debt management
  • Risk management
  • Investment planning
  • Wealth management
  • Philanthropy
  • Legacy planning
  • Business planning and analysis
  • Employee group benefits planning
  • Financial statements
  • Financial contract review
  • Business exit and succession planning


Helping you live more, and worry less

Applying our proprietary 3P Approach© to financial planning ensures we address all stages of your career, from its beginning, through mid-career challenges, and through retirement.  As your life unfolds, our 7 Pillars of Financial Success address each stage to help you secure the resources you need to be successful, leave a legacy for your family and others, and enjoy a comfortable retirement.  With our experience in financial planning for LGBTQIA+ singles, couples and families, we help you simplify the pieces of your financial life, so you can spend time focusing on what matters most.

ESG Investing: Investing With Your Values Back to Top

ESG Investing and Women Owned Businesses

Financial advisors are fielding many questions about what ESG investing will do for investor’s portfolios. Fear about performance means some investors have been slow to accept feelgood investing. To get a better handle on that fear, these descriptions should help you decipher the terminology and see if there is an ESG based investment that you might feel strongly about.


Estate Planning for LGBTQ+ Married Couples Back to Top

Estate Planning for LGBTQIA+ Married Couples

In the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex couples to marry and must recognize same-sex marriages from other states. As a result, estate planning for LGBTQ+ married couples became equal, under the law, to planning for other married couples. As with any historic legal case, however, unique challenges have emerged in the wake of the Obergefell decision. Your current estate plan might no longer make sense for several reasons.


The Insider's Guide to Social Security Back to Top

Insider’s Guide to Social Security

According to Bankrate, there are at least 567 different ways for couples to take Social Security distributions. In fact, questions about Social Security are brought up in nearly every meeting we have with clients. The two most popular questions include whether Social Security will be solvent when a client is ready to retire, and when should they take social security.


Experience Our 3P Approach© to Financial Planning

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