Seeing and understanding your truth
For members of the LGBTQ+ community, seeking financial guidance can be intimidating. Finding a financial advisor who is welcoming and truly understands your unique financial obstacles can be challenging. At Northwest Cedar Financial, we stand with the LBGTQ+ community and are committed to providing fair and equal services regardless of sexual orientation or gender identity. We understand the additional steps that must be taken to establish your plan to grow and protect your wealth:
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Identity changes and establishing investment accounts
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Managing finances in a marriage or domestic partnership
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Planning for non-traditional families
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Protecting and transitioning wealth using tax mitigation, estate management, and gifting strategies
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Establishing five essential estate-planning documents
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Aligning your investments with what matters most to you
Our team understands your concerns and goals and can help you start your plan and keep it on track.