Financial Planning

There’s nothing more important for your financial future than creating a plan that allows you to pursue your goals. Fortunately, there’s no need to find all the answers alone. Our team offers financial planning services to help you better understand which actions you need to take to reach your objectives for the future. Our financial planning services are fee-based. 

Having a financial plan allows you to prioritize the things that matter most to you. We customize every financial plan to ensure it works for your situation and your goals. Maybe your priority is to pay off debt while protecting your family and your income with insurance. Maybe you’re ready to start a college savings plan for your child while preparing for an early retirement.

It’s our job to make sure you don’t leave out anything important when we prepare your financial plan by going over all the options with you. Your financial plan can help you work towards your retirement and investment goals, but it also includes insurance, tax, and estate planning. Think of your financial plan as your roadmap and our financial advisors as your guide to helping you reach your financial goals.

Financial planning looks different for everyone. Our LGBTQ financial planners always prioritize the things that are most important to you when we create a comprehensive financial plan. Here are some examples of what financial planning might include:

• Create or optimize your retirement plan
• Write up an estate plan
• Review your insurance policies
• Analyze your investment portfolios
• Create a tax reduction strategy
• Start a college savings plan

Your financial plan can include anything you’d like. If you want to save up for a boat, invest for cash flow to travel the world, or build a legacy to pass to the next generation, we’re here to help you create a plan that allows you to pursue those goals.

A CFP, short for Certified Financial Planner, can be instrumental in reaching your financial goals. With financial planning, there are a lot of moving parts and variables to consider. For example, you have dozens of investment plans to choose from and many more types of investment products inside of these plans. Our Certified Financial Planners can help you understand which options work for your situation and your goals.

We’ll also think about the tax implications of your investment decisions. Our LGBTQ financial advisors also consider your current financial situation and your personal objectives before we make any recommendations. Your financial plan should be built around your needs and help you prepare for a better financial future. 

How Can I Find an LGBTQ+ Friendly Certified Financial Planner?
The LGBTQ+ community faces unique struggles which include their finances. Our financial planners support our LGBTQ+ clients in every way we can, from helping you select investments that support the causes that matter to you to creating a financial plan that helps you pursue your unique goals. Schedule a call today to get started with a gay-friendly planner who works for you.

What Should You Consider When Looking for a Financial Planner?
There are several factors to consider when looking for a financial planner. You want someone who has knowledge and experience with creating financial plans just like the one you’re looking for. The longer the planner has been in business, the better, because it usually means they have happy clients. You may also want to read their about us section on their website to ensure you find a planner who will work well with you.

What Are the Steps of Financial Planning?
The financial planning process begins with a thorough assessment of your current situation. To help you create a plan for your financial future, we need to understand where you are today and where you want to be. Together, we’ll go over every aspect of your finances to make sure you’re on track to reach your goals while your most important assets are protected.

Your financial future is waiting for you. You only have to take the first step and meet with our financial planners. We’ll help you with every step of the way, from planning your future to pursuing your goals. Call us today to schedule an appointment.