Tulir
5.0
Tulir LLC is a financial services firm serving individuals, families, and small business owners in the Bay Area with customized financial planning solutions.
About
Tulir LLC is a financial services firm that carefully considers the personal financial needs of individuals, families, and small business owners during initial consultation. Customized solutions are designed based on individual needs with complete guidance provided for implementation.
Services include tax diversification, retirement planning, estate planning, life insurance, tax preparation, and kids' education planning. The firm is led by Parvathi Natarajan, a Computer Science Engineer with an MBA in Technology Management.
Services
Tax Diversification
Strategic tax planning to help reduce tax burden through diversification of income sources and investments.
Retirement Planning
Help save and grow wealth protected for a better retirement life through strategic planning and investment guidance.
Estate Planning
Create Will and Trust with professional guidance to safeguard wealth and ensure proper asset distribution to loved ones.
Life Insurance
Various solutions to cover responsibilities for lifetime, providing financial protection for families.
Tax Preparation
Help with preparing tax returns and providing guidance on planning for taxes throughout the year.
Kids Education Planning
Planning solutions to help save enough for children's education needs.
Reviews
