Lilani Wealth Management

Business Financing in Roseville, CA
Business Financing in Roseville, CA Welcome to Lilani Wealth Management, a financial planning company situated in Roseville, California that caters to professional women and women-owned businesses. Lilani Wealth Management offers education, knowledge and insight to aid professional women meet their aims. Whether you want to learn about investment or financial planning, Lilani Wealth Management's supplies the professional guidance you need. With over fifteen years of financial planning experience, professional women can rely on Certified Financial Planner practitioner Rashida Lilani and the dedication and integrity that is the.

Contact Details

1624 Santa Clara Drive # 235
Roseville, CA
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About Us
read moreOur mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We listen to our clients' concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, all the while staying current with the changes in estate and tax laws that may affect our clients' short and long term goals. Early in her career, Rashida realized that if she truly wanted to make a difference in her clients' lives, she had to be a specialist and work with a smaller segment of individuals.
Our Services
read moreLilani 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. Financial Plans assist investors in planning and preparing for financial goals, such as saving for college, a major purchase or planning for retirement.
read moreInvesting should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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