Welcome to LI Wealth Management Inc.
At LI Wealth Management Inc., we believe in empowering you with clarity and confidence in your financial journey. Our dedicated team specializes in providing comprehensive, flat-fee financial planning services tailored to meet your unique needs. Whether you’re looking to optimize your taxes, secure your estate, plan for the future, or invest wisely, we’re here to guide you every step of the way.
Our Services
Tax Planning
Minimize your tax burden and maximize your savings with our strategic tax planning services. We analyze your financial situation and develop tailored strategies to ensure you keep more of what you earn.
Estate Planning
Protect your legacy and provide peace of mind for you and your loved ones. Our estate planning services help you structure your assets, minimize estate taxes, and ensure your wishes are honored.
Insurance Planning
Safeguard your future with the right insurance coverage. We assess your needs and recommend policies that offer the protection you need for yourself and your family.
Investment Planning
Grow your wealth with confidence. Our investment planning services are designed to align with your financial goals, risk tolerance, and time horizon, ensuring a personalized approach to building your investment portfolio.
Transparent Pricing
We believe in straightforward, transparent pricing to give you peace of mind. Our fees are simple and predictable
Financial Planning Basic
Unlimited Money and Tax Questions
$85/month
Financial Planning Essentials
Add Investments, Budgeting, Insurance
$250/month
Retirement Planning
Add Tax Planning, Legacy Planning
$500/month
No hidden fees. No surprises. Just expert financial planning tailored to your life stage.
Why Choose Us?
Why Choose LI Wealth Management Inc.
Flat-Fee Model: Know exactly what you’re paying for and get all the services you need without additional costs.
Holistic Approach: We consider every aspect of your financial life to provide integrated planning solutions.
Personalized Service: Receive one-on-one attention from our experienced financial planners, dedicated to helping you achieve your goals.
Experience and Expertise: Trust in our team’s extensive knowledge and commitment to your financial success.
Ready to take control of your financial future?
Contact us today to schedule a consultation and discover how LI Wealth Management Inc. can help you achieve your financial goals with confidence.
Your Partner in Financial Success.