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LGBTQ Friendly Financial Planners

Many LGBTQ Baby Boomer and Gen X individuals were not comfortable being out at work or with their families until very recently. Many have experienced poor reactions to holding their partner’s hand at a family function.  Today, they are expected to disclose an intensely personal decision and effectively out themselves to their prospective financial professional, who they have just met. We want you to know that we understand where you are coming from, and Milestone Financial Planning is a safe space for you and your spouse/partner. 

Milestone Financial Planning is proud to be an ally of the LGBTQ community. We want you to be comfortable knowing that the financial advisors that you are speaking to are likely to have seen your situation before and/or be living it. We are experienced in many of the different financial planning issues that may arise.