Additional business details
LULLA is a wealth financial firm with expertise in all aspects of financial and retirement planning, investment management, tax efficient investing, insurance services, Medicare and long-term care. We work with strategic partners such as Tax and Estate Planning Advisors/Attorneys. Our holistic approach is comprehensive: all aspects of our client's financial situation are taken into consideration and we meet with our clients regularly. For us, it is important to keep you aware of current situations and be able to adjust as life and priorities change. We feel it is important you are comfortable with us and want to understand your needs, for those reasons, our initial meeting is complimentary.