Financial Planning for LGBTQ+ Individuals and Families
Financial planning is personal. Your family relationships, financial responsibilities, life experiences, and long-term priorities all influence the decisions you make.
Christopher Street Financial has served LGBTQ+ individuals, couples, and families since 1981. Our approach combines comprehensive financial planning with an understanding that clients may have different family structures, relationships, and financial considerations.
Depending on your circumstances, our work may include:
LGBTQ+ Planning
Individuals, couples, and families.
Retirement planning
Coordinating savings, investments, income sources, Social Security considerations, and long-term financial security.
financial Protection
Considering insurance, healthcare, long-term care, and financial responsibilities to loved ones.
family formation
Evaluating the financial implications of surrogacy, adoption, fertility treatment, and other paths to parenthood.
Estate and Legacy Planning
Reviewing financial arrangements, beneficiary designations, and legacy objectives, including considerations involving partners, children, and chosen family.
We work collaboratively with clients and, when appropriate, their legal, tax, and other professional advisors.
Our goal is to help you make informed financial decisions that reflect the life you want to build.
