Westport, Connecticut
Member Details
Li Financial Services
Financial Advisor
203-349-1778
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Li Financial Services
30 Post Road East
203-349-1778
Mei Li - li.financial@outlook.com

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:

● Investments
● Insurance covering Life & Health, Disability, and Long-term care
● Retirement
● Education funding
● Taxation
● 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 challenges. We are dedicated to enabling our clients 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. Educating our clients is a top priority because it enables them to understand the financial implications of alternative financial choices and their risk tolerance. We guide clients in making
informed decisions in dealing with the challenges of today's economic environment.

ABOUT US
Mei Li is the founder and president of Li Financial Services, an independent financial planning and registered advisory practice located in Westport, Connecticut. She has served in the financial industry for over a decade after working ten years as an aerospace engineer. Her educational background includes a Bachelor's degree in engineering and an M.B.A. in finance. Certifications include Certified Financial Planner (CFP), and Investment Advisor Representative for 50 states. Securities 6, 7, 63 and 65. She holds licenses in insurance for life and health, property and casualty Mei Li resides in Westport, Connecticut with her family. She has volunteered as a tax counselor for AARP since 2015. As an outdoor and health enthusiast, Mei Li enjoys hiking, walking, and practicing yoga.

Member Contact:

Mei Li, CFP®
li.financial@outlook.com

Address: 30 Post Road East, Westport, Connecticut 06880