Broker Check
LGBTQ+ Community

LGBTQ+ Community

June 05, 2024

Learn about a few of the services that we offer the LGBTQ+ community. Synthesis Wealth Planning prides itself on providing our financial services to a diverse client base. Managing Partner and Wealth Planner Dan Singer CFP®, ADPA® gives a short description regarding the services we provide. 

Transcription:

Dan: Financial challenges in the LGBTQ+ community include disparities in legal rights, additional expenses for family expansion that heterosexual couples may not experience, potential discrimination, and complex family structures.   Synthesis Wealth Planning assists by offering customized financial strategies that account for diverse family dynamics and legal considerations, fostering an inclusive and supportive environment for addressing these challenges.