Insurance
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