Financial Planning for the LGBT Community

 

 

 

 

 

 

Advisors often have a niche of people that they are best able to serve through training and experience. For me, one of those specialties is working with the LGBT community. Whether you're single, married or in a domestic partnership, our team has the expertise to help you.

Why is this a specialty of mine? I get asked this question a lot. It's because I’m fiercely passionate about equality. I’m a first generation American and a bi-lingual woman who built a career in a very male-dominated industry. I know what it’s like to be different, and I can appreciate the value of diversity. I feel it’s my duty to help others who may face discrimination.

One way I am uniquely qualified to serve domestic partners and the LGBT community is by committing to work with other professionals that are experienced in this area, including CPAs and attorneys. Some questions we'll ask you to consider:

  • How will marriage impact you, should you decide to marry?

  • Is your family blended to include children from a previous relationship?

  • Do you know the differences in retirement and aging faced by members of the LGBT community?

  • Does a modern family structure cause anxiety when working with financial professionals, but you still want help in protecting your future and your family?

To learn more about how we can help guide you in these areas and more, book a complimentary initial consultation by emailing me at kmelo@baystatefinancial.com or call (401) 432-8805.

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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