Conlin Wealth Managementof Raymond James

Special Considerations for Gays and Lesbians

Gay men and women's needs are different,  you should consider:

  • Property ownership
  • Inheritance and estate planning
  • Illness and incapacity
  • Retirement
  • Parental rights documents
  • Separation or termination of a relationship

Having a planner who understands you and who you are comfortable with is the foundation to successful planning. You owe it to yourself to take the time to discuss the many aspects of investment and life planning. Take the time to take care of you. Call today to schedule a complimentary confidential appointment. You are worth it!

Contact Jim today to discuss planning for your unique needs.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2012 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC         Privacy Agreement

Financial Advisor Image
Jim Conlin CERTIFIED FINANCIAL PLANNER™ Senior Vice President, Investments Branch Complex Manager
2401 West Bay Drive
LargoFL 33770
Phone: 727-584-8615
Fax: 727-587-0196
Toll-Free: 800-237-0153
Contact Us