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wealth management that is designed with YOU in mind
A WORD FROM OUR FOUNDER
Here's how we can help
At Lilani Wealth Management, we provide a comprehensive range of services dedicated to ensuring your financial success. In addition to wealth accumulation and investment strategies, our team will assist you with budgeting, evaluating 401(k)/457 investments, reviewing insurance coverage, and developing effective tax plans. We believe in a collaborative approach and work closely with your other trusted advisors, including CPAs, attorneys, and insurance agents.
Financial plans
Our Financial Plans service is designed to help you strategically plan and prepare for various financial goals, including saving for college, making significant purchases, or achieving a comfortable retirement. These plans serve as the foundation for a comprehensive retirement strategy or other financial objectives. Typically, these plans are created at the start of the advisor/client partnership and are reviewed annually or as required.
The fees of preparing a financial plan range from $3,000 to $6,000, depending on the complexity involved.
Investment management
Our Investment Management service focuses on managing assets according to your unique risk tolerance and financial goals. We offer money management strategies that leverage a diverse range of investments, including mutual funds, exchange-traded funds (ETFs), and individual stocks. We maintain regular communication to ensure that your investments align with your objectives and remain suitable over time.
The fees for our investment management services range from 0.7% to 1.5% of the account size.
Tax planning and tax-smart investing
Our comprehensive Tax Planning and Tax-Smart Investing services focus on helping individuals effectively manage their tax liabilities while ensuring compliance with tax laws and regulations.
We utilize a variety of strategies to develop personalized plans tailored to your unique tax circumstances. We guide you through deferring income, capitalizing on deductions and credits, such as maximizing charitable donations or contributions to retirement accounts for associated deductions. We also specialize in constructing tax-smart investment portfolios designed to optimize tax efficiency. We assist you in managing capital gains and losses strategically to minimize tax impact.
Lilani Wealth Management, Inc., does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
ESG and socially responsible investing
At Lilani Wealth Management, we recognize that responsible investing has evolved beyond a select few companies. Today, Environmental, Social, and Governance (ESG) criteria-based investing enables individuals to make a positive impact without compromising their long-term goals and objectives.
If you are an investor seeking purposeful investing, aligning your money with what matters most to you, we are here to assist you. Our extensive network of investment companies offers a diverse range of options that strike the balance you desire. Whether you prefer pre-designed portfolios with specific values-based emphasis or highly customized and strategic portfolios, we can create a solution that aligns with your values and objectives.
Let us help you invest in causes that resonate with you and reflect your values.
Small businesses
We understand that as small-business owners face numerous demands on their time, it becomes essential to have the support of a dedicated professional who can assist in preparing and planning for a prosperous retirement. At Lilani Wealth Management we specialize in providing guidance to small-business owners, helping them navigate their financial journeys with appropriate strategies that are both financially sound and tax-efficient.
Insurance
We provide a comprehensive range of insurance solutions through multiple independent insurance carriers, including Long Term Care Insurance, Life Insurance, and Disability Insurance. These offerings are designed to meet your unique needs and provide financial protection in the face of long-term care requirements, loss of life, or disability. Our firm works closely with reputable insurance providers to ensure you have access to the coverage that best suits your circumstances and goals.
If you're just getting started
If you're just starting your investment journey, $ymbil is a dynamic online investment adviser platform that assesses your risk profile and recommends a risk-appropriate managed portfolio. In only a few minutes, you'll be invested in a diversified portfolio, based on your objectives, and on your way to long-term saving and investing.
With $ymbil, everything is done online, ensuring a simple and seamless experience. The portfolios available through $ymbil are actively managed by seasoned investment professionals who continuously monitor and strategically adjust them in response to market changes.
$ymbil is offered by Ladenburg Thalman Asset Management (LTAM). LTAM is a separate entity from others mentioned on this website.
To learn more about $ymbil, click here
Why work with Lilani Wealth Management?
Lilani Wealth Management takes the time to educate their clients in simple, concise and easy to understand terminology, with a down-to-earth and straightforward approach.
We empower our clients by letting them take control of their financial future, striving to leave no room for second guessing and put them in the driver’s seat of their long term financial decision making. Lilani Wealth Management offers its clients the experience of working with a certified financial planner whose goal is to deliver results with objectivity, compassion and trustworthiness.
In addition, we build long-term relationships based on the core values of trust, integrity and confidence.
