Broker Check
(704) 536-3423
Schedule an Appointment

LGBT Community Financial Planning Services

Your Charlotte LGBT Financial Advisory Firm

Over the past 30 years or so, social attitudes have gradually shifted from viewing homosexuality as a “psychiatric condition” to general acceptance of people whose sexual orientation or gender identity is different from that of the mainstream. Despite hard-won rights by Lesbian, Gay, Bisexual and Transgender (LGBT) individuals and couples – such as the Supreme Court’s 2015 decision that legalized same-sex marriage – members of this community still face discrimination. For example, a North Carolina law allows state court officials to refuse to perform a marriage if they have a “sincerely held religious objection.”

JHG Financial Advisors can help.

JHG Financial Advisors can help.

From the beginning, we have been proud to serve the specialized financial planning needs of the Charlotte LGBT community – and have built a reputation over the years as a knowledgeable and trusted financial advisor to LGBT individuals and couples. Our familiarity with the specific financial issues that should be addressed means we can recommend actions you can take to protect your partner, your decisions and your assets on a federal level, regardless of state laws designed to circumvent equal protection for same-sex couples on grounds of religious freedom.

Documents and Planning Tools You Should Consider

  • Will and Living Will
  • Durable Health Power of Attorney
  • Durable Financial Power of Attorney
  • Revocable Trust
  • Priority of Visitation

At JHG Financial Advisors, we can help give you peace of mind knowing that your legacy will be passed on to your heirs as you intend, your health care decisions will be carried out according to your wishes, and you and your loved ones will be able to enjoy financial security and employee benefits while you are working or in retirement. We can collaborate with your legal and accounting advisors to help ensure that all these important matters are covered and provide a thoughtful plan to help you pursue your financial independence.

Contact JHG Financial Advisors of Charlotte NC

Please give us a call today at (704) 536-3423 to discuss how we can keep you and your partner in control while financially protecting each other.

Send Us An Email

Have a Question?

Thank you!
Oops!