Being part of the LGBTQ+ community we have unique situations and mostly being without siblings we need to be careful to plan for our retirement and have a trusted person who can guide us and be always on our side.
We’ll educate you about all the options and guide you to implement your plan, saving you time and money.
We focus on:
- Investment
- Retirement (Management of your existing 401k, IRA, Roth IRA and Consolidation of old 401k)
- Insurance Protection (Life, Disability, Long Term Care, and for Businesses also Group Health/Vision/Dental Plan)
- Financing (Mortgages and Loans)
- Estate Planning
- Tax Saving Strategies
We look forward to starting your journey together!
Marco