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Gay Financial Planner

My mission is to work with you in developing and implementing a financial plan that balances your current desires with your future goals. I understand that my clients are busy, successful people. That is why I strive to help them maintain their financial focus so they can achieve the goals that are most important to them and their families, both now and in the future.
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Gay Financial Advisor

The fiscal cliff, a combination of federal tax increases and spending cuts totaling about $600 billion, was averted with a bungee jump as lawmakers reached a deal during the New Year holiday (hopefully we taxpayers didn't pay them time and a half for work they should have completed weeks before...). Read the entire article for a summary of the upside, downside and in between of the outcome.
The Kalorama Wealth Strategies Quarterly Market Review is a brief updating the performance of the financial markets and providing information on investment and financial planning topics.
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Gay Financial Planning

Every couple and family faces unique financial challenges. But LGBT families deal with even more complicated issues — largely due to the fact that legislation hasn’t evolved with relationship and family structures. For example, most same-sex couples don’t receive the same legal protections automatically offered to married opposite-sex couples.
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Gay Financial Planning

Wallman Financial Group makes available a full range of tax and insurance services to supplement, compliment, and execute its own planning and securities services to individuals and alternative families.
This comprehensive team approach can help you build a thorough  financial plan for you and your loved ones.
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Gay Money

Gay Financial Services
Our resiliency and ingenuity. Sometimes necessity is the mother of invention. When pressured for solutions, we make discoveries, change courses and reinvent ourselves. Our ability to adapt. Individuals, companies, even nations are presented with change and after what may be an initial resistance, begin to adapt to the "new normal."
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Same Sex Estate Planning

It is important for all couples to have an estate plan, but it is critical for same-sex couples. Federal law does not recognize same-sex marriages, regardless of state law, so even married same-sex partners will not receive the same federal income and estate tax treatment as traditional married couples. Moreover, the majority of states do not recognize same-sex marriages or domestic partnerships, and even those that do may not provide for automatic inheritance to domestic partners. At the minimum, same-sex couples should carefully consider the following:
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