Jonathan Denning

Financial Counselling and Insurance Specialist (832) 308-7216

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GLBT Services

 

Jonathan Denning is a community leader in financial planning for the GLBT community and domestic partners, with services that are tailored to the unique challenges that face our group. The investment platform is rarely the issue, but planning and knowing who to turn to as a trusted resource can be complicated when it comes to topics such as:

  • Transfering Wealth
  • Charitable Gifting
  • Estate Planning
  • Beneficiary Auditing
  • Insurance Protection
  • Health Care Benefits
  • Referrals for GLBT family attorney & tax professionals

To address your concerns and look ahead to anticipate issues, contact our offices to utilize our services.

 

Please be sure to visit our GLBT sponsors at GayFinances.com