Fancial planng for the Lbian, Gay, Bisexual, and Transgenr muni. LGBT Fancial tak a thorough approach to planng for your suatn.
Contents:
THE GAY RETIREMENT GUI FOR FABULO LGBTQ FANCIAL PLANNG
* financial advisor gay friendly *
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).
Fancial planng for the Lbian, Gay, Bisexual, and Transgenr muni. LGBT Fancial tak a thorough approach to planng for your suatn. * financial advisor gay friendly *
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. The pot is to fd someone to help you reach your fancial goals as quickly and easily as possible.” 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.’ Bottom le: I do like to support LGBTQ+ bs owners and bs.”. In your search for an advisor, Rae says to “check out the XY Planng work, [where] you n search for advisors by genr or inty foc.” Another source is the Gay Lbian Directory, which offers a list of more than 5,000 LGBTQ+-supportive bs.
This is pecially relevant if you live a part of the untry that is more homophobic than average.