Lithosadvisors Reviews 

Written by the company

Lithos: Layered planning, lasting wealth. Lithos is a financial education and planning firm based in Carmel, Indiana. Our mission is to create wealth for families through education, tailored planning and long-term relationships. Our philosophy is simple: education first. We teach, then we serve, so every client understands their options before making a decision. Our motto, “Client for Life, Partnership Forever,” reflects the long-term relationships we build. We serve families, pre-retirees, physicians and other high-income professionals, and business owners. Through Lithos Insurance Advisory, licensed professionals help clients with life insurance, annuities, living benefits, long-term care, disability income, mortgage protection and business planning. Through Lithos Tax Advisory, led by Rahul Agarwal, CPA, we offer tax preparation and tax planning. We also provide educational content on wealth and real estate topics as those divisions complete their registration and licensing. Lithos also partners with licensed financial professionals and agency builders. We give them training, support and a platform to grow their own practices. Founded by Dr. Sam (Sourav Saha, PhD), Lithos hosts “Power of 10” seminars, workshops and a podcast, From Glaciers to Generational Wealth. They help people understand how the right tool, used for the right job, can build security that lasts for generations. I kept it within compliance. Wealth and Real Estate are described as education-only, there are no guarantees or restricted titles, and “Dr.” is clarified as a PhD. If this is going on the website or social media, it’s public marketing, so it should go through the normal approval workflow first. Any public version also needs our standard disclaimer.See more