Does marriage equality mean the end of LGBT-specific financial planning? In a nutshell it gets down to trust and empathy. To ensure that you are taking advantage of everything your employer has […]. If you find that you can more easily trust someone who is gay or gay-friendly, then so be it. They should be reviewed periodically, if not annually, to ensure that […]. Hop on your unicorn and ride on over to their office and let them help you maximize your money while you maximize your life.
An advisor's score is based on people's experience when meeting with the advisor - were they professional, did they understand the person's goals, etc.
LGBT Financial Planning
Make sure your financial planner works on the Fiduciary Standard. This is an unfortunate by-product about how our brains are wired. At Partnership Wealth Management, […]. This post was published on the now-closed HuffPost Contributor platform. The demographic truth is that that the financial planning industry — my industry — is mostly older, whiter and more socially conservative that the population as a whole. Fair warning, pal, I can talk sports with the best of them. Male Female Doesn't matter.
It is not a rating of their investment performance! An advisor's score is based on people's experience when meeting with the advisor - were they professional, did they understand the person's goals, etc. For all the gay alt-right Peter Thiels or self-hating homophobic Milo Yiannopoulouses out there, there are millions more of us who want to put our money where our hearts are and support our brethren in LGBT businesses. Tips for Choosing Employee Benefits, Part 2: The difference may not be dramatic now, but can prove quite sizable over time.