Our mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We listen to our clients’ concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, all the while staying current with the changes in estate and tax laws that may affect our clients’ short and long term goals.
Lilani Wealth Management consistently offers a well-rounded approach and is committed to our clients’ financial success. Besides wealth accumulation and investments, we assist our clients with budgeting, analyzing 401(k)/457 investments, insurance coverage review and tax planning. We work collaboratively with our clients’ other professional advisors, such as CPAs, attorneys and insurance agents.
Financial Plans assist investors in planning and preparing for financial goals, such as saving for college, a major purchase or planning for retirement. It is the building block of a comprehensive retirement strategy or other financial goals. These plans are usually prepared at the beginning of the advisor/client relationship and updated annually or on an as needed basis.
Costs of financial plan preparation are $2,500 - $5,000 depending on complexity
Assets in accounts are managed based on individuals’ risk-tolerance and investment goals. Fee-based money management strategies are offered utilizing various investments such as mutual funds and exchange-traded funds. Regular communication with clients ensures that the investments remain suitable according to their objectives.
Investment management fees range from 0.8% - 1.25% of account size
With so many demands on their time, a small-business owner needs a professional who can help them prepare and plan for a successful retirement while utilizing appropriate financial, tax-efficient strategies. We offer defined contribution plans and defined benefit plans for non-profits and for-profit entities.
Long Term Care Insurance, Life Insurance and Disability Insurance are offered through several independent insurance carriers.
Responsible investing is no longer limited to a handful of companies. Today, investing based on Environmental, Social and Governance (ESG) criteria are available to investors who want to “do good while doing well," without compromising their long-term goals and objectives. An increasing number of corporations globally are seeking higher environmental standards, broader board representation among women and minorities, sustainability and impactful investing, to name a few.
If you’re an investor who seeks purposeful investing, putting your money where it matters the most, then we can help. We work with a myriad of investment companies that can offer you the balance you seek, investing in causes that matter the most to you and are aligned with your values. Getting the best of both worlds – that’s what you get when you work with us. From pre-designed portfolios with certain values-based emphasis, to highly customized and strategic portfolios, we can find a solution that fits you.
$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. All online, simple, and seamless. The portfolios available through $ymbil are actively managed by experienced investment professionals and tactically adjusted based on changes in the market.
$ymbil is offered by Ladenburg Thalman Asset Management (LTAM). LTAM is a separate entity from others mentioned on this website.
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