Financial Planning Services for LGBT Individuals and Couples

LGBT Financial Planning

Financial planning is an important part of preparing for your future. At Sancus Tax and Accounting, our Los Angeles, CA accounting firm we’ll work closely with you to develop a strategy that addresses the unique circumstances of the LGBT community. We are committed to helping our clients understand the financial challenges of same-sex marriage and we’ll work together with you to develop a financial plan that has minimal impact on your long-term goals.

Although the legalization of same-sex marriage has brought the recognition of the same benefits of traditional married couples, it has also uncovered unexpected financial challenges. Whether you are single or married, Sancus Tax and Accounting we’ll help you assess your current financial situation by examining your assets, liabilities, income, insurance, taxes, investments and estate plan. When you turn to us for financial planning, you’ll have peace of mind knowing we’ll review your entire financial situation and address your financial strengths and weaknesses to develop a comprehensive plan to meet your goals.

Contact Sancus Tax and Accounting at 323-498-1040 or 562-485-9030 or request a free consultation today to learn how we provide specialized LGBT financial planning services for our clients.

Financial Planning Services

  • Retirement planning
  • Education planning
  • Insurance planning
  • College planning
  • Analysis of economic impact of marriage
  • Adoption and Child Tax Credit Review