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Our Approach

We aren't just a money manager or investment manger. We get to know you, your family members, what is important to you, and what you would like to do.

Money, to us, is merely a tool to bring your life plan to fruition, and we prioritize planning before selecting the financial tools.


Our Services

We tailor our advisory services to address specific needs and desires.

Investment Planning

  • Personalized investment strategy based on goals and risk tolerance
  • Diversification across asset classes, sectors, and philosophy on the
  • Regular portfolio monitoring and adjustments
  • Tax-efficient investment strategies
  • Performance tracking and reporting
  • Education on market trends and investment opportunities

Financial Planning

  • Comprehensive assessment of current financial situation
  • Goal-setting and development of a tailored financial plan
  • Optimizing the use of debt strategically
  • Insurance assessment and disaster mitigation
  • Estate planning and asset protection
  • Long-term care planning
  • Legacy and wealth transfer planning

Retirement Planning

  • Retirement income analysis and projection
  • Cash flow projections
  • Social Security optimization strategies
  • 401(k) and IRA guidance
  • Medicare and healthcare planning
  • Required Minimum Distribution (RMD) Planning
  • Socially Responsible Investing
  • Tax-Efficient Withdrawal Strategies
  • Income Replacement Strategies

Looking to defer capital gains tax?

We have a comprehensive video series which outlines a capital gains deferral strategy.

Let's Connect

Contact info

Book a free 15-minute meeting.

    Your partner for financial peace and clarity

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    100 Pine Street, Suite 1250
    San Francisco, CA 94111

    Disclosure – Lanning Financial Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Lanning Financial Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Lanning Financial Inc. unless a client service agreement is in place. / Lanning Financial Inc. provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Lanning Financial Inc. is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

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