A good financial plan begins with a conversation with someone who understands your reality. MFA was founded by a member of the LGBTQ+ community, so,we get it. You need an advisor who welcomes all of who you are and is sensitive to your needs – someone who is both culturally and financially savvy enough to help you plan the life you want. We don’t believe that one size fits all.
Whether you are legally married or not, there are questions and decisions that may be different for LGBTQ+ people than for others. For example, LGBTQ+ couples often have developed ways of handling money in their relationships that vary from the traditional “what’s yours is ours” approach. We take the time to understand how you see finances in your relationships; and if your financial system isn’t working for you, we’ll help you explore ways to make it work.
Whether you’re in a relationship – married or not – or you’re single, we understand the unique concerns you may face.
Do you need help planning for retirement, tax planning, and providing for children or others who depend on you? Have you considered how much insurance you need? If you are planning for children, have you legally formalized your relationship with your partner and your financial, health and other wishes for your child? Who will inherit your property and assets? Who will make health care decisions for you if you can’t?
Marriage impacts taxes, insurance, combining assets, and estate planning. And not all couples want to get married; some same sex and opposite sex couples choose not to wed. We can help you understand the financial reasons why you might or might not want to marry, so that you can make an informed decision. And if you decide you don’t want to marry, we can help with your planning needs.
