Services & Investment Options
At Lanai Financial Solutions, we offer a wide-range of investment opportunities.
At Lanai Financial Solutions, we understand that each client's financial situation and retirement goals require a customized approach to investing, and that many investment objectives can change over time. Whether it's saving for your children's college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing asset management with a goal of helping you succeed in your personal and business life.
We provide a wide-range of diversified financial products. Together, we offer you the objectivity of working with an independent financial consultant combined with the stability and strength to access the world's financial markets and a wealth of investment resources.
Daily sweep accounts
Online account access
Independent manager search
Performance monitoring and reporting
Outside managed accounts
We can work with you to find solutions on how to pay for education.
NASDAQ over-the counter
All other major exchanges
144 and other restricted securities sales
Employee stock-option plans
Oil & Gas Programs
Tax Credit Programs
Real Estate LLC's
All major exchanges