Wealth Accumulation and Investments
Asset Management Programs
Life insurance: Term, Whole, Variable, Universal
Disability Income Insurance
Long Term Care Insurance
Modified Endowment Contracts
Final expense insurance
IRAs (Roth, Traditional, SEP, SIMPLE)
Profit Sharing Plans
401(k) or 403(b) Plans
Supplemental Executive Retirement Plans
LGBT Owned/Friendly Business Planning
Key Employee Retention
Employee Benefits Packages
Employer Sponsored Retirement Plans
Business Overhead Expense Insurance
Executive Bonus Plans
Non-Qualified Executive Fringe Benefits
Deferred Compensation Funding
Split Dollar Insurance
Access to Trust Services
Our trusted vendors provide fiduciary trust management and access to investment services for individuals, families, and businesses.
We work alongside your estate planning attorney, or connect you with one of our trusted vendors, to help you consider the following:
Proper and efficient asset distribution
Tax reduction strategies
Charitable Giving Strategies
Generational Estate Preservation
LGBT Financial is a registered representative of and offers securities, investment advisory
and financial planning services through MML Investors Services, LLC. Member SIPC.
Supervisory Office: 6330 South 3000 E, Suite 600, Salt Lake City, UT 84121 (801) 943-6277.
LGBT Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.