LI Wealth Management Inc

Helping You Keep More of Your Money

At LI Wealth Management Inc., we specialize in proactive tax planning and profit improvements to help you retain more of your hard-earned wealth. Our comprehensive services are designed to grow and protect your assets.

Our Services

Proactive Tax Planning

Minimize your tax liabilities and keep more of your income.

Profit Improvements

Enhance your business profitability through strategic financial guidance.

Investment Management

Grow your wealth with tailored investment strategies.

Financial Planning

Create a roadmap for your financial future with personalized planning.

Estate Planning

Protect your assets and ensure your legacy with comprehensive estate planning.

Legacy Planning

Plan for the future you want for your family and loved ones.

Exit Planning

Secure your financial future when it’s time to transition from your business.

Our Process

Get to Know You & Data Collection

We start with an in-depth meeting to understand your financial situation and goals.

Tax Plan Development

We'll create a personalized tax strategy to optimize your savings.

Financial Plan Creation

A comprehensive financial plan tailored to your unique needs.

Estate Plan Formulation

Develop a strategy to protect your assets for future generations.

Pricing

The Financial Partner you've been looking for

  • Monthly Meeting - Topic Rotates

  • Tax Planning

  • Quarterly Tax Projections

  • Quarterly Financial Review

  • Investment Management

  • Financial Planning

  • Estate/Legacy Planning

  • Business Advising

  • Bookkeeping Support - 10 hours p/m

  • IRS Audit Support - 10 hours annually

  • Insurance Reviews

  • Annual Plan

  • Personal Goal Tracking

  • Personal Balance Sheet

Upfront Fee

$3,000.00

for first 3 months

Monthly Fee

$750.00

after 3 months

Why Choose Us?

At LI Wealth Management Inc., we believe in a proactive approach to managing your finances. Our dedicated team is here to guide you every step of the way, ensuring you keep more of what you earn.

Contact Us

Ready to take control of your financial future?

  • 516-217-1497

All Tax Services provided by F and S CPAs LLP - NY Registered CPA Firm # 130265 - All Financial Services provided by LI Wealth Management Inc.