For members of the LGBTQ community, securing financial peace of mind can be particularly pressing.

Special Considerations

At first glance, financial planning for those identifying as LGBTQ appears to be generally the same as financial planning for heterosexual individuals. However, when LGBTQ individuals enter into a relationship and build a family, they often need specialized counsel. This will be especially true should federal or state laws change and curb access to a variety of items, including:

  • Tax status
  • Inheritance
  • Social Security benefits
  • Insurance benefits
  • Custody rights

Read the full article on the PBMares website.

About the Author:

Shelly Braden - PBMares WealthShelly Braden, CFP®, BFA™
Senior Wealth Advisor

As a Certified Financial Planner™, Shelly specializes in coupling comprehensive financial planning with an estate planning focus. She holds a Master’s in Financial Planning & Taxation with a concentration in Estate Planning.