LGBT Financial Planning
Your right to the life you deserve
It’s great to see progress and new doors opening regarding the legal rights and benefits for the LGBTQ community. However, are you still concerned that you don’t know how best to take advantage of these changes? Or worried that you are still missing out on the tax advantages and the legal rights you are entitled to?
OUR TEAM OF LGBTQ SPECIALISTS WILL SUPPORT AND GUIDE YOU
The experienced financial planners in our LGBTQ Resource Team understand your concerns and the unique financial needs of LGBTQ individuals, couples and their families. We will work with you to help provide a cohesive, customized financial plan addressing issues such as retirement, tax, and estate planning and work around tax and legal restrictions.
We will regularly review and adapt your plan and, by keeping on top of evolving laws, we will provide you with advice on how these changes may affect your financial situation and how to turn these to your advantage.
You will come away with sound financial strategies and feel confident that you, your partner and your family are provided for.
Supporting diversity and inclusion
Our team of specialists understands first-hand the challenges that the members of the LGBTQ community face every day, which is why we continue to fight for inclusion and understanding.
In this video, Financial Planner Katy Bryan celebrates an anti-discrimination ordinance being passed in Cleveland, going into detail about next steps for the community.