In the News
New and Notable
Medium.com | Financial Strategy:
LGBTQ Community Needs Dedicated Money Pros As Their Allies
MoneyGeek:
Financial and Social Resources for Homeless LGBTQ+ Youth
Financing & Support for Gender Confirmation Surgery
Investopedia:
Preparing for Retirement as an LGBTQ+ Person
SAGECare Blog:
Losing Love and Finding Advocates
ThinkAdvisor:
When Gay Clients Retire, Big Financial Challenges Collide
Journal of Financial Planning:
Laura J. LaTourette on Giving Back, PridePlanners, and the Future of the Profession
Recent Coverage
RIA Intel:
Out of the Closet and Atlanta, An Advisor Finds Happiness in Rural Georgia
The New York Times:
Women Are ‘Claiming Their Power’ in Investment Clubs of Their Own
U.S. News & World Report:
7 Signs Your Romantic Partner is Financially Unstable
Forbes.com:
Retirement Guide For LGBTQ Americans
Investor's Business Daily:
Financial Technology: Five Ways That Fintech Can Help Your Firm
Financial Planning Magazine
CFP Board Articles
How to Tell When You Need a Financial Planner (for Women)
Financial Planning Strategies for LGBTQ+ Couples
The Anatomy of a Great Financial Plan
Five Financial Planning Tips for Women in 2020
How Women Can Help Close the Finance Gender Gap
What I Wish I Knew at the Start of My Career
Podcasts
Podcast with Chau Haner at FMG Suites
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Socially Responsible Investing and Environmental, Social, and Governance Investing are subject to numerous risks; chief among them is that returns may be lower than when decisions are based solely on investment considerations.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.
Congratulations, Brianne M. Brucker Derveloy!
We are excited to announce that CEO and Investment Advisor Representative Brianne M. Brucker Derveloy earned her Series 7 and Series 66 Licenses.
Congratulations, Minnette Leoni!
We are excited to announce that Minnette Leoni, Office Manager, has earned the designation of Financial Paraplanner Qualified Professional (FPQP®).
