If you are a member of the LGBTQ community, you may wonder if it makes sense to look for financial advisors familiar with your community's unique monetary considerations. While I'm a financial advisor with experience serving LGBTQ clients, I also want to educate you on the challenges you and the rest of your community face. Hopefully, you'll learn something new.
Despite progress regarding LGBTQ rights, non-heterosexual employees face several risks in the modern workplace:
While a job may pay well, LGBTQ employees may experience low job satisfaction, which may lead them to work on an exit strategy with an advisor.
Some members of the LGBTQ community view marriage as a social norm they do not subscribe to. Unwed couples living together must consider income taxes, gift tax liabilities & insurance, and estate planning in ways married couples do not.
To be close to others in the LGBTQ community, many people often live in urban environments, which comes with a high cost of living. The LGBTQ community needs help from financial professionals who can help them balance the cost of city living with financial security.
Would you like financial help from an advisor familiar with working with LGBTQ+ clients? Contact me today to schedule an initial consultation.