Our Philosophy

 

 

 

Pride Financial Partners understands and empathizes with the frustrating issues facing our community, individuals, partnerships, families and organizations.

 

At Pride Financial Partners we are PROUD of many things: 

·        Giving 10% back to local non-profit groups and charities

·        Supporting sustainable and socially responsible investing

·       Respecting and supporting diversity in our community (with a focus on LGBT individuals) 

·        Supporting those with special needs and/or disabilities

·        The highest degree of ethical standards

 

Pride Financial Partners was established as a resource to help provide advice and strategies to the complex world of financial planning facing our community.  The italicized i in our logo represents your recognition of the following key components in your financial life:

 

  1. Take responsibility for where you are financially today (good or bad)
  2. Take advantage of the suggestions we provide so long as they are sensible, affordable and agreeable 
  3. Give back regularly to yourself, your family and community 

 

Planning in today's world is complicated enough. How your plan relates to changes in policy, laws and legislation adds another layer that a majority of planners are not equipped to handle.

 

At Pride Financial Partners, we work on more than just your typical retirement planning, insurances and investment advice. We assist in strategic planning that often requires the assistance of legal* and tax* specialist and collaboratively provide you a comprehensive customized plan.

 

 

 

 

 

Below are a few areas we specialize in and can provide solid guidance for you, your family and your loved ones. 

·        Socially Responsible Investing

·        Estate Planning

·        Risk Mitigation Strategies

·        Education Planning & Investments

·        Non-Traditional Family Planning 

·        Partnership Rights 

·        Risk Protection Planning 

·        Investment Advice

·        Wealth Transfer

·        Legacy Planning

·        Stretch Retirement Income  

 

 *Pride Financial Partners does not give legal or tax advice.  You should consult your legal and tax specialist before making a decision.