Consultative approach to the development of a well thought out income plan

A team of advisors who will commit to spending the critical time to fully immerse themselves in gaining a comprehensive understanding of your total financial picture.

Preparation of your income plan with special care to make it digestible and understandable for our clients regardless of their level of financial sophistication.

Financial Goal Planning

Multiple conversations to make sure that your team of advisors fully understands your needs, goals, and wishes.

Emphasis on identifying areas of financial risk and opportunity.

Comprehensive Tax Planning Assistance

Investment advice that integrates tax considerations
Collaboration between LI Wealth and your tax professional.

Ongoing Management of your Assets

Daily monitoring of investments
Active rebalancing services including goal monitoring

Scheduled Quarterly Update Meetings

Your team of advisors will commit to keeping you informed on your progress through regularly scheduled performance reviews.
Commitment to transparency and objective performance evaluations

Estate & Charitable Planning Services

Advice and planning related to charitable and estate needs
Assistance with establishment of charitable trust, foundations, etc.