Wealth Management For All The Phases Of Your Life
At Lily Financial Services, we help our clients plan and invest for retirement, generate income from their investments once they have retired, and plan for sharing their legacy with the next generation. Whatever your goals, we can help you work toward your objectives today, tomorrow and for generations to come. We are ready to work for you!
*We communicate with our clients in both English and Chinese to accommodate our diverse client-base.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
A look inside the U.S. government's statistics on household net worth.
Don’t overlook the need for renter’s insurance if you rent your home.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
For many, retirement includes contributing their time and talents to an organization in need.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Do your insurance needs stay the same when the nest empties?
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Are Real Estate Investment Trusts right for your portfolio?
Even low inflation rates can pose a threat to investment returns.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Understanding the cycle of investing may help you avoid easy pitfalls.
A quick history of the Federal Reserve and overview of what it does.