OUR MISSION

Li Financial Services is an independent financial planning and investment advisory practice focusing on client needs. We educate our clients on how to plan for:  Investment, Insurance covering life & health, Disability, and Long term care, Retirement, Education funding, Taxation, and Estates and Trusts.

Clients tell us that they trust us because we take time to listen to their needs and concerns while being patient in providing clear, concise explanations. Clients come to us often when they are facing major life transitions such as starting a family or new job, retirement or other life challengers. We are dedicated to enabling our client to reach their financial dreams no matter whether they are single, married, divorced, with or without children .

Assistance is available for small business owners who require business continuity planning and who want to provide their employees with group health and life insurance, simple IRA, SEP IRA, and 401k options.

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