Lanning Financial Inc.

Description:

We collaborate with 40- and 50-something singles and couples to have them achieve clarity and confidence in their financial lives. We help plan for college funding, retirement, taking sabbaticals, selling or starting a business, manage investment properties, and whatever else clients are wanting. We love capital gains tax problems and gnarly financial issues. We have a somewhat negotiable $2M investible assets minimum, tend to support households with strong women (even if they're not the most financially savvy household member), and love talking to downhill skiers.

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Certifications & Awards

Jessica Lanning is a former practicing lawyer and Certified Financial Planner TM.