LGBT Financial

LGBT Financial 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 iss

ues 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.

01/25/2022

Check out what happened in 2021, and what we might look forward to in 2022.

To our LGBT Financial Family:We are living in uncertain and unprecedented times, and you're probably worried about not j...
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

10/13/2020

LIFE INSURANCE. Are your loved ones adequately protected?

Use algorithmic underwriting to get a quote today! Term and whole life options available through Coverpath. Policies issued in as little as one week.

This we recognize more than ever the dire need for all to become involved in . All prejudices spawn racism, and we DE...
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.

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-Kapp...
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.

We're often asked by young professionals what it would take for them to retire in their 50s. For those who are intereste...
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.

You might have what it takes to settle down early.

Wow! What an honor to have our Founder, Ryan Taylor, honored as the by the 2017 QSaltLake .This was such a pleasant s...
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.

2017 Fabby Awards - readers' choice, elections, transgender awareness month, genderevolution, no promo homo law in Utah is dead, arts

There are many questions you should ask your prospective financial adviser to ensure the fit is right, but have you ever...
10/08/2017

There are many questions you should ask your prospective financial adviser to ensure the fit is right, but have you ever thought of the types of questions an adviser should ask you?

You can learn a lot about an advisor’s philosophy and intentions by considering what he/she wants to know about you. Here are ten questions that I think your advisor should ask and why they’re important.

Interesting article about why life insurance is vital to entrepreneurs
09/25/2017

Interesting article about why life insurance is vital to entrepreneurs

Without proper life insurance protection, the sudden death or disability of a founder could derail a company, resulting in layoffs, bankruptcy and possibly the collapse of the business itself.

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

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