General Info

Where money and meaning come together. We are fearless financial advocates for those who are at risk of aging alone and for members of the LGBTQ+ community. We go beyond providing and managing a lifetime income plan by helping you be financially prepared for unexpected health care, long-term care, and aging-related expenses. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity