Roya is Committed to the LGBT Community
The LGBT Community faces unique circumstances involving financial planning. Our team has worked within these changing circumstances since 2003. Let our expertise guide you on issues that present financial challenges in the LGBT Community such as:
- Is your partner (and/or children) covered financially in case something were to happen to you?
- Are you and your partner making informed decisions with your money so you can retire with a comfortable lifestyle?
- Do you maximize the options available to you in order to reduce your taxable income?
- Are you aware of the value of your estate and the issues that surround transferring it to whom you want?
- Have you evaluated your current investments as they relate to your accumulation goals?
- If you own a business, are you and your employees financially protected?
R e s o u r c e s