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LGBTQ+ Planning

At Gussick & Barnett Financial Planning, we understand the unique planning needs that may arise for LGBTQ+ singles and couples, including:

  •  Marriage Equality and Tax Considerations
  •  Additional Costs of Planning for a Family
  •  Financial Impacts of Discrimination 
  •  Aging and Healthcare Concerns
  •  Specialized Estate and Inheritance Issues

With us, you can always feel comfortable being your authentic self, which allows us to have the most open, honest, and complete discussions about your financial journey.

Planning for a Surviving Spouse

At a time when you're faced with grief, fear, and uncertainty, you will need to make calm, thoughtful decisions for your family and your life. 

While only time will help to ease your grief, at Gussick & Barnett Financial Planning, our goal is to help relieve stress, create balance, and provide trusted, comforting guidance in a way that builds confidence, and helps you regain a sense of control and well-being.

"We cannot control our destiny, but we can control who we become."  -Anne Frank

LGBTQ+ Equality

We are very proud that our broker-dealer, LPL Financial, has once again been recognized by the Human Rights Campaign (HRC) Foundation*. For the 5th consecutive year, we have earned a perfect 100% score in the HRC Foundation's Annual Corporate Equality Index, ranking LPL Financial among the best places to work for LGBTQ+ Equality.

Diversity and Inclusion

At Gussick & Barnett Financial Planning, we actively participate with LPL's Advisor Inclusion Council (AIC), which helps LPL execute its Advisor Diversity, Equity, and Inclusion Programs firm-wide. The mission of the Council is to help LPL Financial continue to be among the top financial services firms of choice for Women and LGBTQ+ advisors and clients.