About Lanai Financial Solutions
At Lanai Financial Solutions we give you the personal attention you need to help you make the right decisions for your situation - and feel confident you have. That's because we have access to comprehensive support and a full range of resources from a global - and yet highly personal financial services firm.
Lanai Financial Solutions takes pride in being approachable and meeting the needs of our clients. We can't control what is going on in the markets so let's control what we can, our personalized service.
"Relationships are the foundation of our business and trust is the foundation of relationships"
Christine McBroom, AAMS® Wealth Advisor
Professional, insightful and courteous to better serve your financial needs
Christine McBroom, AAMS ® Wealth Advisor
Client Services Manager