If your prospective financial advisor passes muster with flying colors on all the above, then you ask if he or she is a fiscally fabulous LGBT Financial Planner. From ingrained homophobia throughout much of the country to unique health care issues and needs. The demographic truth is that that the financial planning industry — my industry — is mostly older, whiter and more socially conservative than the population as a whole. Jeff Biro. Make sure your financial planner works on the Fiduciary Standard. Then there is the business of making your money walk the talk.
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He has been helping friends of the LGBT community reach their financial goals for over a decade. Employer Sponsored Retirement Plans. Refine by Zip Code Range:.
Some, in fact, may be blatantly hostile to them.