Broker Check

For Our LGBT Community

When it comes to planning for the future, members of the Lesbian, Gay, Bisexual and Transgender (LGBT) community face unique financial challenges.

As financial professionals, we work with the growing Gay and Lesbian community in South Carolina. We believe in devoting time and energy to helping people in the community reach their personal and financial goals by making informed decisions with their money. Our business objective is to focus on the unique issues that present financial challenges in the GLBT community such as:

  • Is your partner and/or children covered financially in case something were to happen to you?

  • Are you and your partner making informed decisions with your money so you can retire with a comfortable lifestyle?

  • Do you maximize the options available to you in order to manage your taxable income?

  • Are you aware of the value of your estate and the issues that surround transferring it to whom you want?

  • Have you evaluated your current investments as they relate to your accumulation goals?

  • If you own a business, are you and your employees financially protected? 

 

PROBLEM SOLVING For Domestic Partners & Spouses

  • Give each other the power to make decisions should either of you become unable

  • Strive to ensure that both of you are financially independent, should something unexpected happen

  • Potentially reduce the amount of taxes you pay*

  • Aim to pay for medical needs, without depleting savings, should either of you become ill

  • Help ensure that your money last as long as you do  when you’re both ready to retire

*This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor