Do we have to live in East Sacramento to work with Aequitas?

No. Aequitas is fee-only and virtual-first — we work with LGBTQ+ households in East Sacramento the same way we work with clients across Sacramento and the rest of the US. This page is written for the East Sacramento demographic, not as a residency requirement.

Is there a minimum account size?

No asset minimum. Engagements are priced based on planning complexity, not portfolio size, so we can work with LGBTQ+ high earners still building wealth — not just clients who already have it.

What happens on the intro call?

Twenty minutes, video or phone. We ask what you're actually trying to figure out, share how Aequitas would approach it, and decide together whether an engagement makes sense. No pressure, no product pitch.

LGBTQ+ couple in East Sacramento, Sacramento reviewing their financial plan

Sacramento · East Sacramento

LGBTQ+ financial planning for East Sacramento

You picked East Sac to raise a family on a public-sector income. The plan has to make the benefits, the pension, and the kids' future line up.

Schedule a free intro call 20 minutes · video or phone · no product pitch

Who this is for

Built for East Sacramento LGBTQ+ households

East Sacramento is quieter, more family-oriented — established queer households, two-mom / two-dad families, and a strong public-sector professional cohort in Craftsman and Tudor single-family.

Your pension survivor election is 100% permanent and hasn't been modeled against your household.
Second-parent adoption is still on the to-do list.
No 529 open yet even though college is more than a theoretical line item.
Term life is uneven between the two partners.

How we help East Sacramento households

Pension + 457(b) election

CalPERS / state public-sector benefits often carry a pension election with irreversible survivor-benefit choices. We model them against your household income and outside savings before you sign.

Second-parent adoption follow-through

Even with marriage, presumption laws don't travel reliably across state lines. We help you sequence and budget the second-parent adoption that makes parentage bulletproof in every state.

529s, life insurance, and the two-parent stack

Education funding, term coverage sized to what your family actually needs, and legal parentage locked down in every state you might travel through.

Next step

Go deeper, or just talk to us

Skim the broader context if you want more before reaching out — or book the call and we'll cover it live.

LGBTQ+ financial advisor in Sacramento

The city-wide overview: how Aequitas works with Sacramento LGBTQ+ households across cash flow, tax, investing, and estate.

LGBTQ+ tax & cost-of-living guide: Sacramento

State income tax, property tax, estate tax, and LGBTQ+ planning overlays specific to Sacramento.

Schedule Your Intro Call

FAQ

East Sacramento planning FAQs

Ready to talk through your plan?

On a free intro call we'll walk through where you are, what you're trying to figure out, and whether an engagement makes sense — no pressure.

Schedule Your Intro Call