Who makes your financial dreams a reality? You do, of course, though sometimes a little help can be invaluable. Here is some expert advice to select clients who are looking for new strategies to achieve their financial goals.

Many of us already know the first steps on the road to financial security: Cut up that charge card and stop having your paychecks direct-deposited at your favorite cocktail lounge. But the issues soon become much more complicated, especially when it comes to taxes and estate planning. While non-gay spouses can freely transfer assets to each other without having them taxed as gifts, gay men and lesbians must tread carefully before adding their partners to property deeds and savings accounts. When it comes to estate planning, it is important that gay men and lesbians have properly executed wills, given that intestacy laws (which cover the distribution of an estate when the deceased does not have a will) do not recognize same-sex relationships. If a gay man does not have a will, his assets will be passed on to his legal relatives, and his partner will be left out in the cold.

Jennifer Hatch, the company's owner, shares her expertise here with several gay men and lesbians and came up with financial strategies that address their unique situations.