JESSICA LANNING JD, CFP®
Jessica Lanning JD, CFP® brings focus and perspective to your individual financial needs to identify your opportunities for investment and wealth. Regardless of what you’ve done before or what “mistakes” you think you’ve made, Jessica can help get you back on track quickly and safely. As a former practicing lawyer, she brings a comprehensive approach to legal, tax, and financial challenges so that her clients can enjoy peace of mind. 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.
✆ 415.354.5699
✉ admin@lanningfinancial.com
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Offerings
* Designing and implementing financial plans to increase liquidity, safety, and rate of return for high-income households ($200K+ year).
* Creating tax-free retirement income.
* Maximizing investment property ownership and equity.
* Sound, experienced advice delivered simply and thoughtfully
* Direct and straightforward communication
* First-rate service and customer care
* Confidence, clarity, vision, and intuition
FINDING YOUR FINANCIAL THINKING PARTNER WITH JESSICA LANNING JD, CFP®
JESSICA’S BLOG
Hold Your Assets in the Right Place – Investments in Retirement vs Non-retirement Accounts
By Jessica Lanning, JD, CFP® Not only is it important to understand the different types of wealth-building accounts but to understand what kinds of assets should be placed in each one. This article will explain the differences between retirement accounts (401k's,...
Why Withdrawals in Market Downturns Suck – Understanding the Sequence of Returns
By Jessica Lanning, JD, CFP® It's no secret that any market -- stocks, bonds, real estate, cryptocurrency, etc. -- goes up and down. What may not be so clear is how this affects your life when it comes to withdrawing money. Here we will discuss what sequence of...
Stepping Up and Stepping Out – Understanding the Step-Up in Basis Rule
By: Jessica Lanning JD, CFP® The “step-up in basis” rule confounds so many investors and wealth-building families, typically around taxes, how to manage assets, and the financial aspects of estate planning. Let’s start with the basics and cover why it trips people...
How Much of One Asset Is Too Much?
By: Jessica Lanning JD, CFP® A commonly accepted guideline in the financial planning world is that no one “holding”, or “position” should represent more than 10% of one’s overall portfolio (total assets). In other words, if you own $1,000,000 in assets, you...
Selling A High Priced Bay Area Home Using a Deferred Sales Trust With Jessica Lanning
Selling a High Priced Bay Area Home Using a Deferred Sales Trust With Jessica Lanning Brett: Let's dig in a little bit about a recent deal that we work together on and even before we go there, I want to touch on just some of the foundational challenges...