Lesbian, Gay, Bisexual, Transgender, Queer (LGBTQ+) Financial Advisors2021-03-19T20:59:13+00:00

Lesbian, Gay, Bisexual, Transgender, Queer / LGBTQ Financial Planning is Unique and Diverse

Some key considerations for LGBTQ financial planning that we discuss with our clients include:

  • Family planning, including reciprocal IVF, surrogacy, and adoption
  • Transition planning and cost of care that may not be covered by health insurance
  • Tax strategies for individuals and couples
  • Long term care planning with or without family assistance
  • Trust and estate planning, including protecting assets for your loved ones and setting up health care and financial powers of attorney

At Modera, we realize that LGBTQ financial planning is unique and the landscape of needs across our clients is diverse. There is no one size fits all approach to building a plan that will help you achieve your goals. That is why as LGBTQ financial advisors, we take special care in listening to your concerns, understanding your goals, and partnering with you to build a comprehensive plan that is flexible enough to adapt to any changes in your future and in future legislation.

Why Work with LGBTQ Financial Advisors?

Trust is important in any relationship, and especially when it comes to financial planning. LGBTQ financial advisors and allies at Modera provide a safe space for our clients to be their true selves. Marriage equality was a big win in 2015, but what planning considerations are there if you decide not to get married? What about navigating other barriers that still exist for same sex couples? What about family planning or transition-related costs to consider for those who identify as transgender? Or the higher cost urban areas where LGBTQ people tend to live? These complexities and important details impact LGBTQ financial planning. As members of the community and LGBTQ allies, we are here to partner with you to navigate the financial impact of each of these decisions and more.

How to Take the Next Step

Our LGBTQ financial advisors and allies are dedicated to helping you achieve your goals. If you are interested in learning more about LGBTQ financial planning at Modera, schedule a consultation call with us today. During our initial call, we will look to gain a better understanding of what is most important to you and discuss how we may be able to help you navigate the financial planning process.

Schedule a call with Mindy Neira, CFP®, LGBTQ Financial Advisor

Advisor Spotlight

Mindy Cleveland

“Our industry needs more openly LGBTQ financial advisors and proactive messaging from those who are allies. My hope is to make a positive difference in the movement toward greater inclusivity. Being open about my life and personal story with clients and colleagues, and serving those who identify as LGBTQ, are my small contributions in creating a more empathetic and accepting future.” – Mindy Neira

Contact Mindy Neira, CFP®, LGBTQ Financial Advisor

Educational Articles:

Unique Planning Factors in the LGBTQ Community

Though the Defense of Marriage Act, which did not recognize same-sex marriages, was struck down five years ago, many challenges remain for those in the lesbian, gay, bisexual, transgender, and questioning (LGBTQ) community. These challenges create unique factors that must be considered when financial planning.

Good to Know, LGBTQ+|
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