Domestic Partners Planning

Financial Advice for LGBT Individuals and Domestic Partners

For Domestic Partners and members of the LGBT community, asset management and appropriate wealth strategies can be paramount. Addressing your financial needs successfully requires a plan that moves beyond simple investment advice to encompass retirement planning, estate planning, risk management and trust considerations. We understand the importance of using a seasoned financial advisory team to address the challenges we face. Our team of professionals can help you make informed decisions and help ensure a secure financial future in terms that you define and we design.

We will work with you or you and your partner to answer questions or explore options appropriate for your financial needs. We take the time to know you and fully understand your goals. With all the resources of our firm, we are eager to engage your Estate Planning Attorney and CPA to present a collective plan to pursue all your financial needs.

 

As Financial Advisors, we act in conjunction with both individuals or partners and related businesses to develop and implement investment strategies for the accumulation and protection of your assets. Our 50+ years of combined experience allows us to identify and address your financial needs through a coordinated approach. We offer access to a broad platform of resources, to meet the needs of many clients.