19401 40th Avenue West,
I strongly believe everyone should have access to the benefits of financial planning, however, within the LGBTQ+ community, one study found that 30% of respondents felt they had experienced “bias, discrimination or exclusion by or from organizations or individuals within the financial services sector.”1
There are several reasons a financial plan is important for everyone but especially LGBTQ+ clients who face some very different, sometimes challenging obstacles.
According to the Bureau of Labor Statistics LGBTQ+ workers earn about 90 cents for every dollar the typical worker earns.2 Earning less can have substantial impact when saving for retirement, a home, or starting a family. Having a plan in place that accounts for the wage difference can mean the difference between achieving your financial goals and simply wishing you had taken the first step toward your goals.
Having control over your estate can provide a calming effect as you look to the future. Some important estate planning questions we will discuss include:
Let me help ensure your personal and financial legacy is everything you want it to be.
Understanding your social security options is especially important for LGBTQ+ couples. We’ll talk through your circumstances to see how your benefits may be affected including:
Your financial planning journey should be a way to help you move forward with your finances, your goals, and dreams. Let me help you ensure you have every possible advantage.
1LGBTQIA+ Experiences with Financial Education and Services, June 24, 2022.
2The Wage Gap Among LGBTQ+ Workers in the United States.