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

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.

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

Retirement and Financial Plans


Small Businesses

ESG, Impact & Socially Responsible Investing