Lanning Financial ACCESSIBILITY STATEMENT

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If you experience any difficulty in accessing any part of this website, please feel free to call us at 415.354.5699 or email us at admin@lanningfinancial.com and we will work with you to provide the information or service you seek through an alternate communication method that is accessible for you consistent with applicable law (for example, through telephone support).

Posts Tagged "certified financial planner"

Don’t Try This at Home:  How to Build a Stable of Experts to Help with Financial Matters
Jul 05 2022

By Jessica Lanning, JD, CFP® July 5, 2022   There’s a line from the 1964 film Zorba the Greek, where Zorba (played…

Sorting Among Money Managers and Wealth Managers
Jun 07 2010

There are “financial planners” that hold themselves out as “money manager” or “wealth managers” or “Certified Financial Planner Professionals” or the like. …

Regulation and Feeling Safer
Apr 27 2010

To some extent this post is a personal rant, so if you want to just ignore it, no hard feelings.  You might…

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. / General Notice to Users: While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.

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