A Partner for Unique Planning Needs

LGBTQ+ Families

For this Generation

And the Next

Do I Need to Plan Differently?

Your financial plan should be unique. As an LGBTQ+ advisor that works with many LGBTQ+ clients in Texas, I am often asked, “Does financial planning look different for LGBTQ+ couples?”

While your financial goals may be unique to your situation, the framework to how we deliver holistic financial planning as advisors remains consistent. This is true whether I meet with LGBTQ+ or heterosexual couples. Everyone needs an estate plan or should understand the role of insurance in their financial portrait. In short, these planning fundamentals apply to all communities. 

That said, there are certain distinct considerations the LGBTQ+ community should be aware of when it comes to financial planning. Whether starting your financial plan from scratch or performing an annual refresh, financial planning is essential to ensure you are meeting your goals across your lifetime. These goals can sometimes be more complex for members of LGBTQ+ community to achieve.

To help navigate these intricacies, it’s smart for all couples – but especially LGBTQ+ couples – to work with skilled and supportive professionals who understand these unique challenges. Connect with us below to speak with an advisor today to find out how we can partner with you to make sure your financial plan reflects your goals and values.

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Discover LGBTQ Value Creation

LGBTQ+ individuals and couples may face unique financial and legal considerations when planning for life’s important events. We’re here to help you navigate them. As fiduciaries, we are committed to serving your best interest and will do everything we can to help you reap the rewards of your hard work. To find out what we can do for you, your family and your business, contact us for a free and personal consultation.

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