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Inclusive Resources

Inclusive Resources

Roots Financial Group is proud to be advocate for the LGBTQ + community and are passionate about inclusivity and community support.

Roots Financial Group is proud to be advocate for the LGBTQ + community, with a team of financial advisors and support staff that are passionate about inclusivity and community support. This dedicated resource page provides tools, guides, and links for LGBTQ+ individuals, families, and allies. Roots Financial Group is here to walk alongside you on your financial journey, helping you create a future full of security, generosity, and joy.

Taking Care of Yourself and Your Loved Ones: An Inclusive Resource Hub

At Roots Financial Group, we believe that a truly meaningful financial plan goes beyond just managing wealth. It includes taking care of yourself, protecting those you love, and ensuring that your values are reflected in every part of your journey. As passionate allies of the LGBTQ+ community, we are committed to supporting your unique needs with compassion, insight, and access to valuable resources. Explore the trusted resources below to find legal, healthcare, mental health, and community support.

Legal and Financial Planning Resources

The National LGBTQ+ Bar Association | Attorneys & Lawyers

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Find experienced attorneys and legal resources tailored to the LGBTQ+ community. From estate planning to civil rights, this directory offers support to ensure your rights and wishes are protected.

Write Your Legal Will Online, Free & Simple | FreeWill

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Planning for the future has never been easier. This free tool helps you create a legal will online, giving you peace of mind that your assets will be distributed according to your wishes.

Health and Wellness Resources

LGBTQ+ Healthcare Directory

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Finding affirming healthcare providers can be challenging. This directory connects you with LGBTQ+-friendly healthcare professionals who understand and respect your needs.

Inclusivetherapists.com

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Mental health is essential for personal well-being. Inclusivetherapists.com offers a network of culturally responsive, LGBTQ+-affirming therapists ready to support you through life’s challenges.

Community and Support Services

The Trevor Project

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Dedicated to providing crisis intervention and suicide prevention services to LGBTQ+ youth, The Trevor Project is a lifeline for young people in need of support.

Global Refuge

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Supporting displaced LGBTQ+ individuals worldwide, Global Refuge offers resources and aid to those impacted by war, persecution, and crises.

YWCA

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A leading organization in gender equity and racial justice, the YWCA provides empowering programs and services for LGBTQ+ individuals, women, and families.

Empowerment and Inclusivity in Every Step

These resources are here to empower and uplift you as you navigate your financial journey. At Roots Financial Group, we are honored to stand with the LGBTQ+ community and are committed to providing inclusive, affirming financial guidance. Together, let’s plan for a future that reflects your values, honors your loved ones, and brings you peace of mind.

These organizations are not affiliated with nor endorsed by Thrivent

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/

Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity. 

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. 

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. 

Not all team members may provide all products, programs and services in all states. 

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee. 

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. thrivent.com/privacy-and-security/disclosures. 

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.

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