LGBT Services

For members of the Lesbian, Gay, Bisexual and Transgender (LGBT) communities, it has never been more important than right now to hire experts and specialists to help navigate the complex, hyperlocal and constantly evolving landscape in America. Brian can help you build your financial life together, combine assets, work with your attorney and financial advisor, help you live below your means, save for retirement, and achieve your financial goals together.

Brian provides services to LGBT couples and individuals in the following practice areas:

  • Full Service Business Management
  • Bill Pay
  • Accounts Payable and Receivable
  • Bank Reconciliations
  • Concierge Level Lifestyle Management
  • Cash Flows and Financial Statements
  • Insurance Review