LGBTQ+ community

LGBTQ+ community

Roots Financial Group understands that financial planning is about more than just numbers, it's about empowerment, security, and feeling supported in every step of your journey.

At Roots Financial Group, we understand that financial planning is about more than just numbers—it's about empowerment, security, and feeling supported in every step of your journey. Our team of financial advisors specializes in providing tailored financial solutions for individuals, couples and families within the LGBTQ+ community. 

Financial planning for your next brave step  

Roots Financial Group recognizes the unique challenges and opportunities that LGBTQ+ individuals may face when it comes to financial planning. Whether it's helping navigate financial concerns in areas of legal complexities surrounding marriage and adoption, addressing workplace discrimination concerns, or planning for retirement as a same-sex couple, our advisors are here to guide you through it all with expertise and empathy. 

Our approach is centered on building relationships with our clients based on acceptance, support and understanding. We take the time to learn about you; your individual goals, your values, and your concerns, ensuring that every aspect of your financial plan reflects your unique circumstances and aspirations. From budgeting and debt management to investment strategies and estate planning, we offer comprehensive services designed to help you achieve financial security and peace of mind. 

In addition to our financial expertise, we provide a safe and inclusive space where you can openly discuss your financial goals and concerns without fear of judgment or discrimination. We can also assist in connecting our clients to allied professionals (attorneys, accountants, etc,) who are affirming and experienced in working with the community. We are committed to fostering a culture of acceptance, inclusion and respect, where all clients feel valued, heard, and supported. Whether you're just starting your financial journey or seeking guidance on complex financial matters, our team is here to help you navigate the path to a brighter financial future.  

Areas of expertise 

  • Estate Planning: Tailored estate planning solutions to ensure that your assets are protected and distributed according to your wishes, taking into account the unique considerations and challenges faced by LGBTQ+ individuals and couples. 
  • Retirement Planning: Comprehensive retirement planning strategies customized to your goals, whether you're planning for retirement as an individual or as part of a same-sex couple, including considerations for Social Security benefits, pension plans, and tax-efficient withdrawal strategies. 
  • Tax Planning: Expertise in navigating tax implications specific to LGBTQ+ individuals and couples, including understanding tax-filing status options, maximizing deductions and credits, and minimizing tax liabilities through strategic planning. 
  • Insurance and Risk Management: Personalized insurance solutions to protect your financial well-being and mitigate risks, such as life insurance, long-term care solutions, and disability insurance, with a focus on addressing the unique needs and concerns of LGBTQ+ clients. 
  • Financial Planning for Non-Traditional Families: Guidance on financial planning considerations for non-traditional family structures, including blended families, chosen families, and families with children through adoption or surrogacy, ensuring that your financial plan reflects the complexities of your family dynamics. 

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