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LGBT Financial Planning

Your right to the life you deserve

Progress is being made and new doors are opening in terms of the legal rights and benefits for the LGBT community. You may, however, be concerned that you don’t know how best to take advantage of these changes. You may worry that you are still missing out on the tax advantages and the legal rights you are entitled to.

LGBT Planning

Our team of LGBT specialists will support and guide you

Our experienced LGBT team of financial planners understand your concerns and the unique financial needs of LGBT individuals, couples and their families. We will work with you to help provide a cohesive, customized financial plan which will navigate your special considerations. We can guide you and simplify issues such as retirement, tax and estate planning and work around tax and legal restrictions. You will come away with sound financial strategies and feel confident that you, your partner and your family are provided for.

Ongoing support

We will work with you every step of the way to regularly review and adapt your plan. As financial professionals in this field, we will keep on top of evolving laws and track these changes. This way we will provide you with advice on how these changes may affect your financial situation and how to turn these to your advantage.

SUPPORTING DIVERSITY AND INCLUSION

With members of the LGBT community forming part of our specialist team, we understand first-hand the discrimination and alienation that you may have experienced and we will continue to fight for better understanding, inclusion and diversity. Our colleague, Olga Starr, in this short video clip to launch the Ohio Fairness Act, shares her experiences of discrimination

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Contact Us to find out how we can help you by "making it personal"

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Recent News

Meet Tom Dlugopolosky - Member of Skylight’s LGBT Resource Team

To celebrate Pride Month, we introduce the third of our team, Tom Dlugopolosky, from our Cleveland Office and find out why he is passionate about serving the LGBT community.

Merger Creates One of the Largest Locally Owned Financial Services Firms in Ohio

Skylight Financial Group and Lighthouse Wealth Solutions Merger Strengthens Presence Throughout Ohio

Meet Olga Starr- Member of Skylight’s LGBT Resource Team

To celebrate Pride Month, we introduce the second of our team, Olga Starr, from our Columbus Office and find out why she is passionate about serving the LGBT community.