Lilani Wealth Management Information

A full service financial planning and investment advisory firm with locations in Belmont and Roseville, with a focus on servicing Professional Women and their families. We recognize that our clients have active and multifaceted lives, with many demands on their time. The financial decisions they have to make, whether simple or complex, require a higher level of expertise, skill and experience. Our mission is to help our clients create and preserve wealth through effective implementation of sound financial strategies. Financial planning does NOT have to be intimidating. We listen to our clients’ concerns, learn what is important to them and take action. We communicate with them regularly to ensure the feasibility of their plan. The majority of women today lead very different lives than just a few decades ago. They excel in their careers, efficiently handle responsibilities at home, attend little league games, volunteer at the local food bank and still manage to make it to the yoga class on time! Women, today, also have a lot working against them. A woman today is expected to live about eight to nine years longer than their male counterparts. Over 70% of nursing home residents are women, with almost 50% of women aged 65 and older being widows. We provide the following comprehensive financial planning services: • Retirement and Financial Plans • Portfolio analysis • ESG and Socially Responsible Investing • Retirement Income Planning and Distribution • Investment Management • College Planning and Funding Strategies • Retirement Planning • Stock Option Planning • Tax Planning • Estate Planning • Long Term Care, Disability and Life Insurance • Educational Seminars Call us today for an initial, no-obligation consultation. The third-party comments displayed above are not verified, may not be accurate, and are not necessarily representative of our client experience. Please click on our website for full disclosures at www.lilaniwealthmanagement.com