LGBTQ

LGBTQ Financial Planning

Fortunately, Marriage Equality has greatly reduced the gap between LGBTQ planning and heterosexual financial planning, yet it hasn’t fully eliminated the need for a unique financial approach. Whether you’re single, married or unmarried partners, we relate your needs and are well-versed in the nuances of financial planning for LGBTQ individuals. With Buckingham, you can expect empathy and understanding dialogue around your taxes, investments, estate and life insurance.

What you may be thinking:

  • How could marriage impact my finances?
  • How should I be filing my taxes to be as tax-efficient as possible?
  • How can I ensure my investments reflect my social and political views?
  • How can I find other professionals who also specialize and cater to LGBTQ clients?

Our Approach

At Buckingham, we always aim to better understand your current financial situation as well as your future goals and endeavors to help design a financial strategy catered to your wants and needs. For members of the LGBTQ community, that’s no different. What is different are the financial roadblocks and variables that accompany single individuals and married or unmarried partners. Things like how to financially plan for adoption or surrogacy, or finding attorneys experienced with LGBTQ trusts and estates. All to create a holistic financial strategy that puts your needs, values and ambitions first.

How Buckingham Helps

Specialized Advisors

Meet some of our best minds in LGBTQ Financial Planning.

Related Articles

See our latest thoughts and insights on LGBTQ Financial Planning.

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    How to Reinvent Your Permanent Life Insurance Strategy in Retirement

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    The Illusion of a Linear Life—and Financial Plan

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