Giri Lankipalle - Financial Services Financial & Taxation Services Pleasanton, CA US

Giri Lankipalle - Financial Services

How to save money and grow your assets tax free!
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  • Serving Across US
miscellaneous_services Service Offered
Financial & Legal Services,  Financial & Taxation Services,  Estate Planning

Overview of Giri Lankipalle - Financial Services

  • Experience

    15 Years

  • Business owner name

    Giri Lankipalle

  • Contact name

    Giri Lankipalle

Services Offered by Giri Lankipalle - Financial Services

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Areas Served in US by Giri Lankipalle - Financial Services

Key Business Information of Giri Lankipalle - Financial Services

Additional services offered
  • Business Opportunity
  • CA License: 0M66577

About Giri Lankipalle - Financial Services

I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively empowering families through his Financial Literacy Campaigns for the past 6 years, comprising both in-person and virtual Zoom sessions. Through his campaigns, Giri has positively impacted over 7000 families and aspires to reach 1 million families over his lifetime. Residing in California with his wife and two sons, I am dedicated to supporting families in their pursuit of financial independence. Serving as a mentor and coach to numerous individuals nationwide, I am deeply committed to spreading financial literacy and offering guidance across various aspects of personal finance. Join me in my mission to help families realize their financial aspirations and secure a prosperous future! I am seeking like-minded individuals to partner with me in expanding my initiatives! Reach out to me through my calendar at Calendly.com/lankipalle.

Service Details

  • College Savings and Maximizing Financial Aid

Once individuals in the United States have purchased a home, the next significant concern often revolves around funding their children's educational expenses. Many people opt to save their money in 529 savings plans, stocks, CDs, and bank accounts. However, they may not realize that these assets can potentially affect their ability to demonstrate financial need during the college application process. As a result, this can lead to reduced financial aid in the form of grants, scholarships, and student loans. At our firm, we specialize in educating families about how the US financial aid system works. We provide tailored solutions that allow families to save money for their children's education while also maximizing their eligibility for financial aid. Our ultimate goal is to provide opportunities for families to secure the necessary funds for college fees while taking advantage of available financial aid options.

  • Estate Planning using ILIT

Regardless of immigration status, it is essential for everyone residing in the United States to have an estate plan in place to avoid the probate process and reduce estate tax. Creating a basic estate plan, which includes documents such as a Will, Trust, HIPAA Authorization, Health Directive, and Power of Attorney, can save significant effort and expenses when unexpected events occur. This becomes particularly crucial for families facing unique circumstances like having special needs children or going through a divorce, as it requires specialized planning with the guidance of an experienced attorney. Our firm is dedicated to working with families and individuals, emphasizing the importance of estate planning and providing tax-efficient solutions. We assist in funding trusts and facilitating the smooth transfer of assets to the next generation, utilizing strategies such as the Irrevocable Life Insurance Trust (ILIT). Additionally, we help clients utilize permanent life insurance as a tool to leave substantial assets to the trust, establishing a lasting legacy for their loved ones.

  • Life Insurance

Many individuals tend to focus solely on mandated insurance such as home, car, and health insurance, often overlooking the potential financial burden that unexpected life events or loss of life can place on their families. However, protection through life insurance serves as a strong foundation for establishing a robust financial portfolio. Term life insurance offers more than just a death benefit; it also includes various riders that can be utilized in situations involving terminal, chronic, or critical illnesses. On the other hand, cash-value life insurance has evolved over the years to provide additional benefits beyond protection. It can be utilized for purposes such as college savings, retirement planning, tax-saving strategies, diversification, and estate planning. Products like Indexed Universal Life are often referred to as the Swiss Army knife of financial planning due to their versatility and multiple uses. At our firm, we collaborate with multiple top insurance carriers to carefully select the appropriate solutions that align with the unique needs and goals of our clients. By offering a wide range of options, we ensure that our clients receive tailored insurance solutions that provide the necessary protection and contribute to their overall financial well-being.

  • Long Term Care (LTC)

Statistics indicate that in the US there is a 70% probability that individuals aged 65 and older will require long-term care at some point in their lives. Long-term care encompasses not only age-related and health-related needs but also those arising from critical illnesses and accidents. It is essential to note that Medicare does not cover the costs of long-term care after 90 days. Consequently, many individuals are forced to deplete their assets to cover the significant Long Term Care expenses, which can amount to hundreds of thousands of dollars per year for in-home care (averaging around $60,000 in 2022) or nursing home care (averaging around $130,000 in 2022). By having a long-term care plan in place, individuals can experience peace of mind, safeguard their assets, and even leave a lasting legacy for their children. Long-term care planning is not only expensive but also complex, necessitating careful consideration and attention.

  • Retirement Planning

After dedicating 30-35 years of hard work, achieving peace of mind during retirement becomes paramount. This encompasses having the assurance of sufficient income throughout our lifetime, enjoying good health to fully embrace life's joys, having ample funds for healthcare expenses, and leaving a meaningful legacy for the next generation. At our firm, we specialize in providing families with tax-efficient retirement income solutions that protect our retirement assets from market risk and offer lifetime income without worrying about running out of income during later years in retirement. These solutions not only ensure a stable income stream but also allow for growth in line with market trends and inflation. We collaborate closely with families to identify any financial blind spots and develop a personalized roadmap toward financial independence (FI) and the ultimate peace of mind that comes with it.

  • Tax Saving Strategies

As America's national debt exceeds 31 trillion dollars and with the anticipation of income tax rates rising in the near future, it has become crucial for individuals to develop their saving strategies, not only saving taxes for the current year but also reducing taxes in future years to come, possibly even enjoying a tax-free retirement. Many people currently save money in Tax-Deferred Accounts such as 401(K) and IRA, as well as Taxable accounts like Stocks and CDs. However, accessing these assets in retirement or passing them on as inheritance can have significant tax implications. To address this challenge, we offer Tax Advantage solutions, for example, some strategies will allow individuals to contribute substantial sums to grow tax-free, far beyond the limits imposed on Roth IRA contributions. By implementing tax-saving strategies, individuals can effectively mitigate the impact of potential future tax increases. Our ultimate goal is to help our clients reduce their tax burdens, enabling them to fully enjoy the benefits of their hard-earned savings or pass them on to their heirs rather than relinquishing a significant portion to the IRS.

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Review for Giri Lankipalle - Financial Services in Pleasanton, CA

  • 5/5
Based on
  • 5 Ratings
  • 3 reviews
C
5 months ago

Rated 5.0 I've had the pleasure of working with Giri Lankipalle for my financial services needs, and I couldn't be more impressed! Giri's expertise, guidance, and personalized approach have helped me achieve my financial goals. His ability to break down complex financial concepts into understandable terms is exceptional. Giri's passion for delivering top-notch service is evident in every interaction. I highly recommend Giri Lankipalle for all your financial services needs. You won't be disappointed.

G
12 months ago

Rated 5.0 Giri is an expert and an highly rated professional in the personal finance industry. He is also an established leader and mentor in this platform. His experience and valuable insights brings customized solutions for many individuals, families and business owners across numerous states in USA. He has helped my family in securing life and health protection plans, college savings solutions and retirement solutions. Highly recommended!

S
1 year ago

Rated 5.0 Exceptional service! Mr. Giri Lankipalle provided expert guidance on investment management and retirement planning. Their personalized approach and attention to detail exceeded my expectations. Thanks to their expertise, I feel confident about my financial future. Highly recommend!"

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Frequently Asked Questions - Giri Lankipalle - Financial Services

    • 1. What services does Giri Lankipalle Financial Advisor offer?

      Giri Lankipalle Financial Advisor specializes in services like tax planning, financial consulting, wealth management, and business advisory.

    • 2. How experienced is Giri Lankipalle Financial Advisor in the financial and consulting industry?

      With years of expertise, Giri Lankipalle Financial Advisor is known for providing reliable and tailored solutions to clients.

    • 3. Can Giri Lankipalle Financial Advisor assist with tax planning and financial management?

      Yes, Giri Lankipalle Financial Advisor provides comprehensive tax and financial management services to meet diverse needs.

    • 4. What industries does Giri Lankipalle Financial Advisor cater to?

      Giri Lankipalle Financial Advisor caters to industries such as healthcare, technology, real estate, and individual clients.

    • 5. How does Giri Lankipalle Financial Advisor support individuals and businesses in financial planning?

      Giri Lankipalle Financial Advisor offers personalized financial planning to help achieve long-term goals effectively.

    • 6. What should I expect during my first consultation with Giri Lankipalle Financial Advisor?

      Expect a thorough analysis of your financial requirements, followed by a custom action plan from Giri Lankipalle Financial Advisor.

    • 7. Does Giri Lankipalle Financial Advisor provide ongoing support after the initial consultation?

      Yes, ongoing support is available from Giri Lankipalle Financial Advisor to ensure smooth implementation of strategies.

    • 8. What are the benefits of working with Giri Lankipalle Financial Advisor?

      Giri Lankipalle Financial Advisor stands out for its experienced team, personalized approach, and proven results.

    • 9. How soon should I contact Giri Lankipalle Financial Advisor for my financial needs?

      Contact Giri Lankipalle Financial Advisor as early as possible to benefit from timely and effective financial solutions.

    • 10. How do I get started with Giri Lankipalle Financial Advisor?

      Get started by scheduling an appointment with Giri Lankipalle Financial Advisor through their website or by contacting them directly.

Giri Lankipalle – Trusted Financial & Taxation Services in Pleasanton, CA

Business Overview

Giri Lankipalle Financial Services, based in Pleasanton, CA, provides holistic financial solutions—covering estate planning, retirement, tax optimization, insurance, college funding, and wealth building. With over 25 years of experience and a guiding philosophy of “No Family Left Behind,” the firm empowers households across the Bay Area and beyond to achieve financial security and peace.

Who We Are

Giri Lankipalle is a seasoned financial professional and Forbes Finance Council member who brings deep expertise and a heart-led approach. Backed by multi-office support across California and North Carolina, Giri and his team uphold values rooted in integrity, transparency, and genuine care.

Our Services

Retirement & Wealth Planning

  • Retirement Readiness & 401(k)/IRA Strategies
  • Wealth Building & Cash Flow Management
  • Legacy & Estate Planning

Insurance & Risk Management

  • Life, Long-Term Care & Disability Insurance
  • Risk Assessment & Protection Planning

Tax & Educational Planning

  • Personal & Business Tax Optimization
  • College Savings & Education Funding (529 plans)
  • Financial & Cash Flow Forecasting

Why Choose Us

  • Proven track record across 8,000+ families
  • Member of Forbes Finance Council, recognized for leadership
  • Comprehensive offerings: virtual or in-office in Pleasanton, San Jose, NC
  • Fiduciary-first approach—your interests come first
  • Transparent communication and fee structure
  • Support for financial literacy and business opportunity

Who We Serve

  • Individuals & Families
  • Pre-retirees & Retirees
  • Entrepreneurs & Small Business Owners
  • College-bound Parents
  • Remote & Virtual Clients Nationwide
  • Aspiring Financial Professionals

Client Testimonials

“Giri made retirement planning easy and customizable for my family's future.” – Rohit, Pleasanton

“His clarity on insurance and estate planning gave me real peace of mind.” – Mary, San Jose

“The financial education sessions were insightful and empowered our decisions.” – Praful, Bay Area

Service Area & Availability

Offices in Pleasanton and San Jose, CA, plus Cary, NC. Serving Bay Area and nationwide via virtual meetings. Operating Mon–Fri, 9 AM–6 PM PT, with flexible evening/weekend slots available.

How to Get Started

  • Contact us to schedule your free initial consultation in Sulekha
  • Prepare your financial and taxation-related documents
  • Meet virtually or in person to discuss your needs
  • Receive tailored solutions and transparent pricing
  • Let our team handle the rest while you stay stress-free
  • Click “Enquire Now” or check the Giri Lankipalle profile on Sulekha to connect with us

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