LGBT Financial

Confident life planning designed for LGBTQ+ resilience

Financial planner in Wheat Ridge, CO (show on map)

LGBT Financial is an LGBT owned and operated financial planning organization providing supportive partnership for LGBTQ+ individuals and allies seeking financial security.

Call (720) 551-7474

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About

LGBT Financial is owned and operated by Hans Heath, serving LGBTQ+ individuals and allies with financial planning services. Founded in 2015, they address unique financial issues facing the LGBTQ+ community.

Services are provided through Cambridge Investment Research Advisors Inc. and Cambridge Investment Research, Inc. They help clients become financially resilient through an intentional, systematic approach.

LGBT owned and operated

Genuine understanding of LGBTQ+ life and relationships

Founded in 2015 to address LGBTQ+ financial issues

Free 15 minute consultation available

Services

Financial Planning for Individuals

Personalized financial planning services for LGBTQ+ individuals and allies.

Individual Financial Planning Retirement Planning

Business Financial Services

Financial planning services for businesses in the LGBTQ+ community.

Business Planning

Investment Advisory

Advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors Inc.

Investment Management Portfolio Planning

Insurance Services

Insurance services through Hans Heath in AZ, CA, CO, MI, NM, NV, OH, PA, SC, TX, UT, and WA.

Life Insurance Disability Insurance Long-term Care Insurance

Credentials & Certifications

Cambridge Investment Research Advisors Inc. - Registered Investment Adviser

Cambridge Investment Research, Inc. - FINRA/SIPC member

Frequently Asked Questions

What makes LGBT Financial different? +

As an LGBT owned and operated organization, they offer supportive partnership built on genuine understanding of LGBTQ+ life, relationships, and goals. They understand the particular unwelcoming financial landscape for queer people.

Who does LGBT Financial serve? +

LGBT Financial helps LGBTQ+ individuals and allies become financially resilient and sovereign. They specifically address issues facing transgender individuals, same-sex couples, people living with HIV, and queer elders.

What is LGBT Financial's mission? +

Their primary goal is to help LGBTQ+ individuals and allies become as financially resilient and sovereign as possible in the current financial system.