Understanding the challenges of the LGBT2Q+ community and how we help
We personally understand the unique planning needs of LGBT2Q+ individuals and families being active members of the community ourselves. As your financial guide, we help you see all angles of the bigger picture – important things like protecting your family or passing on a legacy to the next generation.
We are innately aware of the sensitivities, concerns and needs of our clients and proudly offer a safe environment where everyone feels confident to be their authentic selves. You can rely on us to provide customized guidance to manage and protect your hard-earned wealth.
Services Include
- Investment Advice and Education
- Cash Management
- Tax Considerations
- Risk Management
- Retirement Plans
- Estate, Legacy & Strategic Charitable Planning
Full hands, full hearts: becoming a caregiver
Relaunching your career with a returnship
Double the inheritance, double the planning
7 tips for financially and emotionally navigating a divorce
Making a Job Move? Don’t Overlook the Negotiation Phase
Weave More of What You Love Into Everyday Life
New Year, New (Financial) You
What’s Your Money Mindset?
Wise Words From Six Wildly Successful Women
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- 778.940.4200
- 833.949.8549
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