LGBT Financial
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We are an individualized financial services firm that works with members of the LGBTQ+ community to
Although many of the products and services we offer may mirror the offerings of other financial professionals, we feel we have the following distinct advantages with our clients:
1. We have specialized knowledge and training around issues that affect queer and polyamorous individuals that usually lie outside of traditional advisors’ core competencies. This includes specialized planning around issues that involve people living with HIV, people who are trans, nonbinary, or gender non-conforming, and people involved in unique relationship structures that don’t adhere to the rules of monogamy.
2. We provide a wide range of products and services under one roof. We use these to leverage your success by increasing efficiencies in your plan and avoiding costly mistakes that may arise when working with too many cooks in the kitchen. A direct benefit of this approach is that it dramatically simplifies your life and allows you to more easily understand your own situation.
3. We pride ourselves on our cultural competency when it comes to working with LGBTQ+ and polyamorous individuals. Because you don’t have to worry about how we will respond to your queerness or relationship status, we can provide a more useful plan with less stress to you. Bringing your whole self to the table allows us to help you become your best version of you. Our Mission Statement:
We are an individualized full-service financial services firm that works with members of the LGBTQ+ community to magnify their impact and inspire them to live as authentically as they can. Our Vision and Core Values:
We are a comprehensive financial services firm committed to advancing the hopes, dreams, and status of LGBTQ+ individuals. We do this through consultative client relationships, coaching, education, an outstanding selection of products and services, and access to a diverse set of experiences and opportunities for our advisors and our clients. We aim for our services to be transformative, and to leave a lasting impact on all of the people we work with. Our Primary Objective:
Our primary objective is to be the most renowned financial services provider in LGBTQ+ spaces across the US. We actively seek to magnify the efforts of you - our clients, and help you make a name for yourselves, your community, and the causes that are important to you. We seek to develop programs, products, and opportunities that allow you the joy of radical self-expression, no matter what that means to you.
Check out what happened in 2021, and what we might look forward to in 2022.
11/04/2020
To our LGBT Financial Family:
We are living in uncertain and unprecedented times, and you're probably worried about not just the stock market, but the direction of the country itself.
If you haven't voted yet, please do. Drop off your ballot in person instead of mailing it if possible. We want to be sure that your vote counts in this crucial time.
If you are concerned about the impact the election will have on your portfolio you can get in touch with us sending an email to [email protected]. We would love to help you engage with the volatility of the markets proactively.
All the best,
Hans and Ryan
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06/03/2020
This we recognize more than ever the dire need for all to become involved in . All prejudices spawn racism, and we DENOUNCE all forms of racism, fascism, and police brutality.
Take pride in yourself, and take pride in those who are different from you no matter the difference.
11/28/2017
Hi everyone! It's the season of giving, and we have a great cause for you if you're looking for one.
Alpha Tau Omega-Kappa Pi is raising funds to bring home Donovan, an orphan with Down Syndrome, to a family here in the United States. To fund Donovan's international adoption, Ato Utah State is raising $15,000. You can help in one of two ways:
1- Attend the Starry Night: Christmas Benefit Concert in Logan, UT. Buy tickets from an ATO for $15 beforehand or for $17 at https://boxoffice.diamondticketing.com/utahtheatre/events
2-Click on the link below and donate what you are able. All proceeds will benefit Donovan.
11/02/2017
We're often asked by young professionals what it would take for them to retire in their 50s. For those who are interested, click on the article below to get an idea.
Here's how much you have to save per paycheck to retire by 50 You might have what it takes to settle down early.
10/18/2017
Wow! What an honor to have our Founder, Ryan Taylor, honored as the by the 2017 QSaltLake .
This was such a pleasant surprise. Our team is proud to be of service to the LGBTQIA+ community throughout the United States, and we hope to continue to meet and exceed your expectations.
Huge congratulations to all other people, businesses, and events that won awards this year. And a huge thanks to all people and businesses which actively support the Utah ***rcommunity.
QSaltLake Magazine - November 2017 Issue 2017 Fabby Awards - readers' choice, elections, transgender awareness month, genderevolution, no promo homo law in Utah is dead, arts
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Contact the business
Website
Address
4885 Marshall Street, Ste 106
Wheat Ridge, CO
80033
Opening Hours
| Monday | 8am - 7pm |
| Tuesday | 8am - 5:30pm |
| Wednesday | 8am - 7pm |
| Thursday | 8am - 7pm |
| Friday | 8am - 5pm |