Financial Planning for Same-Sex Couples
LGBTQ individuals and Same-Sex Couples Face Unique Financial Challenges and Opportunities. we are here to help You navigate them.
We believe all couples deserve to experience the benefits of financial security and the confidence and clarity that come from making good financial decisions and investing in your future. We proudly offer financial planning, investment management, and fee-based planning strategies to members of the LGBTQ community (Including Individuals, married and domestic couples & families).
At Hunt Country Wealth Management we create plans and investment strategies specifically designed for you. We are dedicated to helping you create, manage and protect your wealth and long-term goals. Some of the unique challenges our clients within this community face include the recency of the right to marry—and the complexities of combining finances after sometimes having them separate for 10, 20, 30+ years. Also, with the new laws, not all couples are aware and taking full advantage of the many benefits (tax, health care, insurance, estate planning) that are now available to them. In addition, unfortunately same-sex or LGBTQ indiviudals still face ubiquitous employment and institutional discrimination which makes their need for good financial planning, saving and investment plans even more imperative than that of their heterosexual counterparts. Investing for same-sex couples, even married couples, can be very difficult in the way they choose to handle their finances with some balances being managed independently and some keeping separate accounts and beneficiaries. Whatever the case, we are here to help!
Our typical client has $250,000+ in investable assets and have a moderate to conservative risk tolerance. We happily share our Service Offerings and Fee Schedule here.
Interested in getting started? Let’s schedule our first, complimentary, no obligation meeting today!