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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 our many objectives:

  • Give 10% back to local non-profit charities
  • Support sustainable and socially responsible investing
  • Respect and support diversity in our community (with a focus on LGBT individuals)
  • Support those with special needs and/or disabilities
  • Have the highest degree of ethical standards

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

  1. I will take responsibility for where I am financially today (good or bad)
  2. I will take advantage of the advice we provide so long as they are sensible, affordable and agreeable
  3. I will give back regularly to myself, my family and our community (whether in time or money)

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

At Pride Financial Partners, we work with 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* specialists and collaboratively provide you a comprehensive and customized plan.

Below are a few areas we specialize in and can provide 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.