Palm Springs Office

777 E Tahquitz Canyon Way,

Suite 200-58
Palm Springs, CA 92262

LGBTQ Financial Planning Resources

Financial Management Resources for the LGBTQ Community

Financial Management Resources for the LGBTQ Community

The members of the LGBTQ+ community in Palm Springs can have different financial goals and needs than other clients.  Institutional obstacles and individual challenges often create financial pressure and stress.

Keep scrolling for resources that specifically address the financial needs you may have.

Hancock Partners' LGBTQ Financial Management Resources

Blog: How to find affordable therapy

Blog: How to find affordable therapy

More and more people are choosing therapy to make mental health a priority. However, therapy can be expensive. Here are some tips to find an accessible and affordable therapist.

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Blog: LGBTQ+ Community has unique aging issues

Blog: LGBTQ+ Community has unique aging issues

Many LGBTQ+ Baby Boomers are approaching retirement. Long-Term Care and other considerations need to be addressed. Here are some tips that can help you identify and resolve unique aging needs for the LGBTQ+ community.

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Blog: tips for finding an LGBTQ+ financial planner

Blog: tips for finding an LGBTQ+ financial planner

Many in the LGBTQ+ community say their gender identity or sexual orientation caused financial challenges. Having an LGTBQ+-friendly financial planner can help uncover financial hurdles that many members of the LGBTQ+ community face.

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Blog: The path to parenthood: a financial guide for lGBTQ+ parents-to-be

Blog: The path to parenthood: a financial guide for lGBTQ+ parents-to-be

For LGBTQ+ families, the path to financial health may be complex, especially when starting a family. Here are some tips that can help gay couples prepare financially for children.

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Blog: New opportunities for LGBTQ+ business owners

Blog: New opportunities for LGBTQ+ business owners

Are you an LGBTQ+ business owner? You may want to get certified by the National Gay and Lesbian Chamber of Commerce (NGLCC). This may provide your business with opportunities to compete for large contracts from national and local businesses.

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Blog: The best LGBTQ+ Companies to work for

Blog: The best LGBTQ+ Companies to work for

These companies are the best at promoting LGBTQ+ diversity and inclusion.

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Blog: Estate Planning for the LGBTQ+ Community

Blog: Estate Planning for the LGBTQ+ Community

Conflicting federal and state laws present financial planning challenges for LGBTQ-while there are certain protections for the LGBTQ+ community at the federal level, there are still many states that have not updated their laws.

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Blog: Same-Sex Marriage and finances: what every couple should know

Blog: Same-Sex Marriage and finances: what every couple should know

Pursuing financial wellness and managing finances are common concerns for many married couples, including LGBTQ+ same sex couples. Financial health is important, here are some factors to consider when managing finances.

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Blog: ESG Investing: The New Frontier for Environmentally Conscious Investors

Blog: ESG Investing: The New Frontier for Environmentally Conscious Investors

Environmental, Social, and Governance (ESG) investing is on the rise throughout the world. Here are some definitions and considerations.

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Blog: Financial Factors Impacting the LGBTQ+ Community

Blog: Financial Factors Impacting the LGBTQ+ Community

The LGBTQ+ community has faced financial challenges and disparities, largely due to societal discrimination and inequality. Despite progress towards LGBTQ+ rights, there are still several financial factors that impact the community.

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Blog: A Helpful Insurance Guide for LGBTQ+

Blog: A Helpful Insurance Guide for LGBTQ+

Legal rights for the LGBTQ+ community continue to evolve and expand. Many people still face problems when it comes to finding medical providers and health insurance.

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Blog: 4 Financial Aid Resources for LGBTQ+ Students

Blog: 4 Financial Aid Resources for LGBTQ+ Students

Pursuing financial wellness and managing finances are common concerns for many married couples, including LGBTQ+ same sex couples. Financial health is important, here are some factors to consider when managing finances.

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Blog: Financial Insights for the LGBTQ+ Community

Blog: Financial Insights for the LGBTQ+ Community

Retirement is not easy for most couples and even harder for lesbian, gay, bisexual and transgender (LGBTQ) people.

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Blog: The Importance of Retirement Planning for the LGBTQ+ Community

Blog: The Importance of Retirement Planning for the LGBTQ+ Community

Members of the LGBTQ+ community still have some specific factors to consider when planning for their financial future.

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Blog: Estate and Financial Planning Considerations for LGBTQ+ Couples

Blog: Estate and Financial Planning Considerations for LGBTQ+ Couples

 LGBTQ+ couples face a few extra hurdles regarding estate planning. From family squabbles to establishing legal parenthood, here are a few considerations when developing an estate plan with your significant other.

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Blog: Investing in Inclusion: Everything You Need to Know About LGBTQ Friendly Investing

Blog: Investing in Inclusion: Everything You Need to Know About LGBTQ Friendly Investing

Inclusion is a decent thing to do from a human standpoint. It may also improve the profitability of a business that commits to investing with environmental, social, and governance (ESG) factors in mind.


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Blog: The LGBTQ+ Community and Financial Wellness

Blog: The LGBTQ+ Community and Financial Wellness

Here we discuss some specific challenges that members of the LGBTQ+ community may face and how financial wellness can be achieved despite these obstacles.

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Blog: Building Wealth in the LGBTQ+ Community and Closing the Generational Wealth Gap

Blog: Building Wealth in the LGBTQ+ Community and Closing the Generational Wealth Gap

Members of the LGBTQ+ community face a broad range of financial challenges that heterosexual people do not need to deal with—and often are not even aware of.

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Blog: Financial Challenges and Resources for the LGBTQ+ Community

Blog: Financial Challenges and Resources for the LGBTQ+ Community

Members of the LGBTQ+ community tend to experience more money anxiety than those who are heterosexual.

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Blog: Making Wealth Management Decisions as a Couple

Blog: Making Wealth Management Decisions as a Couple

Here’s a look at what you can do to better ensure that you and your spouse or partner are working as true partners toward your most important financial goals.

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Article: How to Invest in LGBTQ+ Friendly Companies

How do you know which companies are true LGBTQ+ allies? For some investors, the answer may be Socially Responsible Investing.

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Article: Tax & Estate Strategies for Married LGBTQ+ Couples

The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember.

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