LGBTQ Planning Services
Essential Advisory Services has built its foundation on a family-first, goal-focused mission. We know families are not one-dimensional templates. Instead, modern families are diverse and dynamic, and they are often best served by planning firms committed to diversity and inclusion.
We understand LGBTQ families can face unique financial planning issues, priorities and opportunities. Essential Advisory Services embraces these differences, and we will partner with you to alieve your concerns and create long-term solutions with your family’s overall wellness at the forefront.
Despite the 2015 Supreme Court decision that afforded LGBTQ couples federal benefits regardless of state rights, LGBTQ families continue to face unequal issues regarding financial stability. A strong financial advisor is a companion who can help navigate complicated terrain to achieve financial success.
Understanding nuances for financial success
Essential Advisory Services does not approach every client the same. Our multi-disciplinary team is equipped to help individual families reach their goals for their retirement and financial security. We are focused on helping LGBTQ families handle life changes and different issues that can emerge when trying to reach financial objectives.
Together, we can gain knowledge and prepare you to tackle your financial targets for your overall financial wellbeing and success. Essential Advisory Services will educate you about your options, and help you get started moving towards financial wellness.
Goals are different depending on where we are in life. Whether the goal is retirement savings, estate planning for your children or advice regarding whether marriage protects your partnership, Essential Advisory Services is prepared to ask the right questions and give the best answers.
Your success in achieving your financial goals is our number one priority.
Marriage and tax rights are just the beginning when it comes to succeeding financially as an LGBTQ couple or family. We have the skill set and the understanding to help you achieve your goals and build financial wealth, regardless of any obstacles.