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Insurance

Long Term Care Insurance, Life Insurance and Disability Insurance is offered through several independent insurance carriers.

Lilani Wealth Management consistently offers a well-rounded approach and is commitment 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.

When developing a comprehensive insurance plan, we will help you explore other areas of interest such as:

Retirement and Financial Plans

Investments

Small Businesses