Financial Solutions with Less Risk and Greater Protection
Jessica Lanning brings focus and perspective to your individual financial needs to identify your opportunities for investment and wealth. Regardless of what you've done before, what "mistakes" you think you have made, or how much money you've lost, Jessica can help you quickly and safely back on track.
Jessica Lanning Profile
Deferred Sales Trust
Partnerships
Jessica Lanning Profile
Jessica's custom solutions and strategies are designed to grow net worth by optimizing existing assets, all while minimizing taxes, improving cash-flow, and keeping expenses down expenses. As a Certified Financial Planning® professional and former practicing lawyer, she brings a comprehensive approach to every legal, tax, and financial challenge so that her clients can enjoy their lives with peace of mind. Jessica is one of the few wealth advisors who actively understand the power of owning real estate and using mortgages to increase net worth.
A huge proponent of conscious decision-making, Jessica makes sure her clients are educated and informed so that they make sound decisions with clarity and confidence.
Increase your wealth to meet your personal goals and achieve financial freedom with less risk and greater protection.
Offerings
- Designing and implementing financial plans to increase liquidity, safety, and rate of return for business owners and high-income families and couples ($175K+/year)
- Deferred Sales Trust™ planning for owners of highly appreciated assets
- Residential real estate financing with the best available terms
- Assisting nonprofits in raising revenue through Immediate Legacy™ planning
Why Jessica Lanning
- Sound, experienced advice delivered simply and thoughtfully
- Direct and straightforward communication
- First-rate service and customer care
- Confidence, clarity, vision, and intuition
Bring your personal wealth strategy to life.
Contact Jessica Lanning today:
415.354.5699 | jlanning@lanningfinancial.com
Deferred Sales Trust
Preserve your wealth and protect your estate. The Deferred Sales Trust is a capital gains tax deferral tool that could save you thousands of dollars. And at the same time, you could also have the opportunity to potentially make a profit on the money you would have paid to Uncle Sam in the year of the sale. This strategy is gaining popularity among those who have highly appreciated assets that are marked for sale. You too, can potentially take advantage of this program once you understand how it works.
To learn more about this exciting financial tool, please visit:
Lanning Financial: Deferred Sales Trust.
Partnerships
Lanning Financial, Inc. engages other professionals in partnership to enhance the experience of the mutual client. We build strong relationships over time with professionals who share the same level of commitment and care for a client's well being. The result is an experience that the client describes as exceptional. The by-product is that both our businesses flourish.If you're interested in partnering with Lanning Financial, Inc. please contact us.