Planning for Your Family

Put Your Future in Hands You Can Trust…

Sharing openly the details of your financial status and familial relationships requires a high degree of trust in your financial consultant—especially if you are a lesbian, gay, bisexual or transgender person. In addition to confidence in the knowledge and effectiveness of your consultant, you and your loved ones also deserve the assurance that your family and your personal wishes will be treated with the respect and dignity that everyone deserves.

I understand the specific needs of the LGBT community because I’ve faced the same challenges you may find yourself facing now. From the days of the Stonewall Riots to the recent victories with same-sex marriage, I’ve lived through it all and bring a unique perspective to the table.

Because the legal status of same-sex relationships remains in flux in the United States, LGBT individuals face unique challenges in preserving wealth, protecting loved ones, and ensuring future intentions are honored.

But those challenges can be met. As a proud member of the LGBT community, I understand the importance of trust and the comfort of knowing the security and future well being of you and your loved ones are in competent hands. I have the practical experience and expertise to demonstrate this for you.

In addition to a unique personal perspective and experience working with hundreds of LGBT clients and their families, I have more than 32 years experience providing financial and estate planning services, while achieving the highest levels of recognition in the industry.

See the current issue of Our Community USA here: http://www.ourcommunityusa.com/connecticut/#connecticutvol-1/page1