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.
Retirement Income Planning and Distribution:
Maintaining the desired quality of life in retirement usually tops the list for most pre-retirees. Proper planning in pre-retirement years and appropriate distribution of income during retirement is critical for sustainability of desired lifestyle and durability of financial assets. We assist clients in planning for retirement income and distribution of that income in retirement.
Accumulation of assets takes diligence and discipline. We assist our clients with planning for their golden years with goal-setting and implementation of those goals to pursue the desired outcome.
College Planning and Funding:
With skyrocketing costs of higher education, starting early with college planning is critical to ensure that the goal is accomplished and education is funded appropriately. We assist grandparents and parents with planning and saving for college.
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 investments plan, we will help you explore other areas of interest such as:
Retirement and Financial Plans
ESG, Impact & Socially Responsible Investing