Whether it’s saving for a family, tackling estate planning, or creating an income strategy for retirement, we know your financial planning needs are unique and you deserve to have a partner who understands how to help you navigate to financial well-being.
Tools & resources
Use the tools and resources below to assess where you’re at and consider speaking to one of our
experienced financial professionals to help put your mind at ease.
experienced financial professionals to help put your mind at ease.
Estate planning for LGBTQIA+ couples
Protect yourself and your family by planning ahead for the unexpected - whether it’s estate planning, selecting beneficiaries, establishing power of attorney, or something else.
Retirement Calculator
According to the 2024 LIMRA Barometer Study, 52% of LGBTQIA+ respondents stated their top financial concern was having enough money for a comfortable retirement. While this is a commonly shared concern, it is one that you can plan around. The first step is to know how much income you’ll need to have the retirement you want. Use this calculator to get started
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Retirement Income Gap Calculator
Will I have enough guaranteed income in retirement?
Understand what your expenses may be in retirement and calculate the gap between those expenses and your guaranteed income.
5 MINUTES TO COMPLETE
Quick Start
- Enter your information in the calculator. If you have a partner, they can complete the calculator and together you can get a more complete picture of retirement.
- To complete the calculator even faster, get your current monthly expenses ready and any pension or other expected retirement income.
- Our calculation is just an estimate, not a guarantee. So even if you have an income gap, don’t worry. We’re here to help you find ways to close the gap and plan for the retirement you want.
Planning for the future
Planning for your Future
Members of the LGBTQIA+ community tell us about their goals and who they rely on to help secure their financial future.
An Adoption Story
Watch this touching story of love, adoption, and true family.
What is Love Worth?
You need to plan for love. You need to plan for your family.
BLOG
Building financial confidence
Explore more resources on retirement, parenting, homeownership, and more to help LGBTQIA+ adults reach their financial goals.
FENWAY HEALTH
The LGBTQIA+ Aging Project
Looking for more resources on the needs of LGBTQIA+ older adults and the inclusive services that are available? Fenway Health aims to support culturally competent care through their LGBTQIA+ Aging Project.
Find a financial professional
Serving the LGBTQIA+ community
When you work with a financial professional who specializes in LGBTQIA+ planning you’ll have an advocate in your corner, someone who understands your unique financial needs and family situation — and how to tailor a solution around both.