Financial Connections Group, Inc. Investment Advisory Services
   
    Financial Connections Berkeley    
   
   
   
Email: Inquiry@FinancialConnections.com
Phone: 1.415.924.1091
Same-Gender Couples

There's a gap between being created equally and being protected equally.
We help you bridge it.
With so much change to the status of same-gender couples, how does it impact you? We help you identify your options.

Whether you are married, domestic partners or haven’t decided, you already know that marriage recognized by the Federal government comes with a range of benefits — from income taxes to more advantageous ways to bequeath and inherit money. You may have even experienced how being unprotected by the law can be mildly irritating, or financially and emotionally devastating.

In California, at the moment, you must decide whether to become Registered Domestic Partners or married. The rights and responsibilities are different. We walk you through the pros and cons and how each might impact your relationship.

At Financial Connections, we understand and empathize with the frustrating issues facing gays and lesbians — whether in a committed relationship or not. Single members of the LGBT community need to plan for their financial, health, and legal circumstances as well.

If you're interested in issues surrounding estate planning, investment management, tax preparation, or other financial planning services, you'll find a supportive atmosphere at Financial Connections. We welcome the chance to meet with you.

 

Financial Connections in the Media
Sustainable and Responsible Investing
Corporate Responsibility

About Fee - Only Services No hidden costs. No referral fees.
No commissions

No hidden costs. No referral fees.
As a fiduciary, we put our clients' interests first. Our compensation comes exclusively from you. If we don't directly provide a particular service, we can serve as a resource for referrals to other professionals. We don't accept referral fees, sales commissions, or any other compensation from any outside sources.

Minimum Fees:Financial Planning: $240 per hour
Investment Management: $7,500 annually

Download the fee schedule
(PDF)
Download form ADV, Part 2 (PDF)

 

   
       
   


Financial Connections Group, Inc. is an SEC-registered investment adviser located in Corte Madera and Berkeley, California.  This web site should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Please Read Important Disclosure Information.

Website by ChappellCreativeDesign