Living Authentically Planning Accordingly
Every financial plan, like every life, is unique, and working with an advisor who understands the nuances of the issues members of the LGBTQ+ community face can help ensure a more meaningful and beneficial relationship.
Choosing a financial advisor is the start of a personal relationship – the right advisor can help guide you through the milestones of your life.
We’ll help you plan your future as a couple.
Buying your first home.
We’ll be the sounding board to help you navigate the home buying process.
Starting a family.
We’ll be there as you begin your journey towards parenthood. A multitude of options are now available for LGBTQ+ people wanting to start a family but, it can represent a significant financial event that should be included early as part of your major goals.
Caring for those you love.
Caring for a loved one or significant other can be an overwhelming task. We’ll be there to help you build the right plan without sacrificing your well-being.
Carrying on your legacy.
It’s important to make sure you final wishes are carried through. There are a number of legal structures that with the help of an attorney can help keep your wishes intact.
You don’t have to know all the answers right away – you don’t even need to know all the questions. We can help you figure out your priorities and work with you to build a plan and strategies that are right for you.
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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.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Calderone Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.