At Modern Family Finance, we are proud to be part of the LGBTQ+ community. Being LGBTQ+ in today’s world leads to both liberating outside-the-box thinking as well as particular financial challenges. We believe that financial empowerment is key to strenthening our LGBTQ community.
1. We often choose to live in high-cost progressive urban areas where we feel more supported and accepted.
2. We may define our relationships differently and do not always combine our assets.
3. We may have to deal with high medical bills for transgender healthcare, HIV treatment, and mental health.
4. When we start a family, we may have to go through expensive fertility treatment, surrogacy, or adoption.
5. Planning for aging can be challenging because we may not have the same traditional support system.
6. We can’t always rely on our families of origin for financial support due.
7. We often care deeply about social causes and want to invest in funds that align with our values as LGBT individuals.
Overall, financial planning for LGBTQ+ households requires careful consideration and a focus on building financial security over the long term. We believe in educating clients during the process so that you understand what we’re doing and feel confident about your investment plan.
1999 Harrison St
Suite 1800
Oakland, CA 94612
415-295-6206
Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name, Modern Family Finance, LLC. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
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