Fancial servic is still not workg for the lbian, gay, bi-sexual and transgenr muny, the head of an surance provir has claimed.
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LGBT FANCIAL ADVISER – GAY FANCIAL ADVISER
* lgbt financial advisor uk *
David Rae, print and founr of DMR Wealth Management, is a gay fancial advisor loted Los Angel who is a CFP and an accreded vtment fiduciary (AIF). Rae says, “I know I have many nversatns wh my gay clients that they would never have had wh a straight advisor. The myth of gay wealth.
Acrdg to Rae, “If you have an amazg fancial advisor who is straight but gay-iendly, that is fabulo. ” And yet, he also advis, “If I was startg a search [for a] fancial advisor om scratch, I would ask my iends, or at least start the Google search wh ‘gay fancial advisor’ or ‘lbian fancial advisor. ” Another source is the Gay Lbian Directory, which offers a list of more than 5, 000 LGBTQ+-supportive bs.
THE GAY RETIREMENT GUI FOR FABULO LGBTQ FANCIAL PLANNG
This is pecially relevant if you live a part of the untry that is more homophobic than average. Rae warns, “The more homophobic the area you are livg , the more important is to seek out a gay-iendly or LGBTQ+ fancial advisor. If you live a state that don’t want people to even say ‘gay, ’ well, your odds likely go up of someone not beg willg to help you once they fd out you are gay.