How does LANNING FINANCIAL INC. help clients – Key Takeaways:
LANNING FINANCIAL INC. is dedicated to helping its clients achieve their financial goals through personalized and comprehensive financial planning strategies. As a financial expert, the firm offers a wide range of services that cater to the individual needs of its clients.
- Personalized financial planning strategies
- Comprehensive financial services
- Expert financial advice
Facts and Insights
Here are some key facts and insights about LANNING FINANCIAL INC. that make it stand out as a top financial advisor:
- Over 20 years in business
- Assets under management of $5 billion
- Team of 12 experienced financial advisors
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 12 | over 20 years |
Financial Services Offered
LANNING FINANCIAL INC. offers a wide range of financial services to help its clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Insurance solutions
- Tax planning
- Education planning
- Business services
Client Types
LANNING FINANCIAL INC. caters to a diverse clientele, including individuals, families, and businesses. The firm’s financial advisors have expertise in working with clients from different backgrounds and financial situations, providing customized solutions that meet the unique needs of each client.
Fees & Compensation
LANNING FINANCIAL INC. takes a transparent approach to fees and compensation. The firm charges a percentage of assets under management for its investment management services, and fees for other services vary depending on the complexity and scope of the service. The firm also offers fee-only financial planning services, ensuring that its advisors always act in the client’s best interest.
Background
LANNING FINANCIAL INC. was founded in 1999 by John Lanning, a highly experienced and renowned financial advisor. With over 20 years in the financial industry, John has built a team of exceptional financial advisors who share his passion for helping clients achieve financial success. The firm’s commitment to excellence and client satisfaction has earned it a stellar reputation in the financial community.
Financial Advisor Disclosures to Know
LANNING FINANCIAL INC. takes utmost care to maintain transparency with its clients. The firm’s advisors fully disclose any potential conflicts of interest and always act in the best interest of the client. LANNING FINANCIAL INC. also abides by all regulatory requirements and regularly reviews and updates its policies and procedures to ensure compliance.