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.
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 Retirement and Financial Plan, we will help you explore other areas of interest such as:
ESG, Impact & Socially Responsible Investing