Did you know there is a local wealth management option that has intimate knowledge of needs specific to the LGBTQ+ community?
Creative Capital Wealth Management Group (CCWMG) is based in Phoenixville, PA, and has reached out to the local LGBTQ+ people in more than one way in efforts to help them meet their long-term financial goals.
CCWMG has made advertisements directly addressing the community and is an affiliate partner of OUTWORD.Today, making what we do possible. Frederick Hubler, President and Chief Wealth Strategist, is additionally a board member of the LGBT Equality Alliance.
“I see firsthand the wonderful heart of all the people in this community,” said Frederick Hubler, who is also a registered player financial advisor with the NFL Players Association, to OUTWORD.Today.
“Furthermore, I see the struggles that they are facing and wanted to use something like our SOS program to provide guidance. For example, many couples in this community have a larger-than-normal age difference between the spouses and that can pose some financial difficulties if not handled correctly. Our practice has the experience and expertise to assist with those types of planning issues.”
The aforementioned SOS program stands for ‘Second Opinion Service’, and is designed for anyone who wishes to see if their current asset allocation fit each of their life goals, making sure things like legal documents and life insurance aligns with investment strategies. Maybe the best thing? It only costs is your time.
There are three outcomes of going through an SOS review: being reassured that your plan is on the right track, finding out that some minor adjustments can help better your goal accomplishment, or determining some major adjustments are necessary.
Depending on your results, CCWMG will make sure you’re going in the right direction going forward, and if it’s right for you, exploring the option of their wealth management planning services.
Creative Capital Wealth Management offers dynamic, advanced wealth management services via up-to-date technology and a customized two-year plan to cover all of the various aspects of your wealth management planning journey called GPS (pictured).
What sets Creative Capital apart aside from their outreach to the LGBTQ+ community is the flexibility they show when working with clients. A staple of this is the option of having your wealth management meetings with them virtually, which means you can attend anywhere in the world as long as you have an internet connection and a smartphone, tablet, or computer.
Also offered are appointment times outside of the regular 9:00-5:00 business hours, whether virtually or sitting down at an evening dinner; Creative Capital Wealth Management Group wants to work with you.
Find out more about Creative Capital Wealth Management Group at their website.
Originally posted to OUTWORD.Today on 4/28/2017 as part of our Affiliate Partners program