Reply To: Seeking Financial Planner

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My husband is a financial advisor.  His approach is holistic – that is a mix of investments, insuance, budgeting, etc.  He works with a variety of clients, including gay couples (or not coupled!).  He also works closely with attorneys and accountants.  One of the attorney’s is gay and does a lot of work establishing trusts, wills, etc for the gay community.  Obviously I am biased, but he’s great – super smart and not sales driven like a lot of planners.  For his contact information, please email me at susan dot klein at gmail dot com