6455 South Yosemite Street
Let’s face it. Flying the rainbow flag is almost trendy these days. However, ‘trendy’ and ‘financial advice’ never belong together. It takes more than raising a flag to understand the experiences and the needs of a community and of the individuals within that community.
Getting to know the real you is vital to us.
Every financial picture is as unique as the person or people who are living in it. What are your needs now? What do you want to do in the future? What are your priorities? Do you want to travel? Do you want to give back? Do you have family members depending on you for their future? We ask a lot of questions and then listen to your answers, which will spark more questions. We work with you to design a financial blue-print customized to you and your family.
Building wealth can create certain risks and expose vulnerabilities. Our Protection-First philosophy builds a foundation of protection around what you have now and what you may have in the future. Castles had high walls and moats for a reason. It doesn’t matter how large or how small the castle is, it’s your castle and it’s worth protecting.
At Strategic Wealth Partners, you are always in control. Educating and empowering you with every step, you make the decisions for you and your family. After all, this is your life. And you get to live your life any way you want.
Fortunately, a lot has changed in recent years, the changes in marriage rules and the wide changes in domestic partnership recognition are finally here.
Here is just a short list of her past and current efforts:
We support the Human Rights Campaign ®
Strategic Wealth Partners nor Guardian are affiliated with Human Rights Campaign®