Why is LGBTQ+ Financial Planning Important?

As members of the LGBTQ+ community ourselves, we don’t just know you; we understand you. We, too, embrace the freedom of being LGBTQ+ and are sensitive to your unique financial challenges. Here at Greenspring, we support your mission of securing wealth, supporting your tribe, and leaving a lasting impact. Diversity is our strength, and we celebrate it with pride. Together, we create a plan designed for you.

How can we help?

  • Single
    Married
    Domestic Partnership

    • Taxes
    • Lifestyle
    • Community Property
    • Insurance
    • Social Security
    • Eldercare
    • Healthcare Benefits

     

  • Nontraditional Families

    • Adoption
    • Surrogacy
    • Assisted Reproduction
    • Education
    • Divorce
    • Alimony

     

  • Cash Flow

    • Single vs. Multi-Income
    • Deferred Compensation
    • Equity Compensation
    • Affiliates
    • Sponsorship
    • Real Estate
    • Pensions
    • Income Replacement

     

  • Retirement

    • Investing
    • Withdrawals
    • RMDs
    • Social Security
    • Military Benefits
    • IRAs & Employer-Sponsored Plans
    • Taxes

     

  • Philanthropy

    • Gifting
    • Donor Advised Funds
    • Private Foundations
    • Charitable Trusts
    • Volunteering
    • Community Involvement

     

  • Estate Planning
    and Legacy

    • Durable Power of Attorney
    • Wills, Trusts, Beneficiaries
    • Gift and Estate Tax
    • Long-Term Care
    • Probate
    • Life Insurance
    • Charitable Remainder Trust
    • Irrevocable Life Insurance Trust

 

LGBTQ+ Advisors

Ben Galloway, CFP® is a Senior Financial Advisor with the firm’s Private Wealth Group. As a member of the LGBTQ+ community who finds passion in the intersection of entrepreneurship and wealth management, Ben works with mid-career professionals with competing financial goals. Ben serves as the strategic financial partner to executive leaders of Fortune 500 companies, as well as many LGBTQ+ entrepreneurs.

Steeped in a love for competition and interior design, he can be found on the Peloton bike or pickleball court before sourcing rare finds at weekend estate sales. Ben’s favorite job is uncle to his niece and nephews.

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