Certified Financial Planner™ Rashida Lilani provides expertise in financial planning services to women and women-owned businesses.
Each plan is customized to fit each client's individual financial planning needs. Lilani Wealth Management offers a focused investment strategy tailored to all women and women-owned businesses. The plan is then monitored on an ongoing basis, including quarterly reviews and meetings.
We offer a wide array of Wealth Management Services for women, including:
Comprehensive Financial Plans
Retirement Planning and Distribution
Insurance and Risk Management
Fee-Based Asset Management
Our Wealth Management Services utilize:
Mutual Funds, Bonds, EFTs
Insurance: Long Term Care, Disability and Life