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tel: (831) 476-7300

Lanai Financial Solutions

Financial Advice from an Independent Perspective

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Our Services

BASIC FINANCIAL PLANNING

Approx. $250,000 - $500,000

  • Review
  • Retirement planning
  • Consolidated statement via paper or e-delivery
  • Beneficiary Review
  • Use of investor access and RJ App
  • Digital Document Vault
  • Cash Flow / Dist reporting
  • Asset Allocation Monitoring
  • Performance Summary Reports
  • Advice on outside work 401K plan
  • All-inclusive account aggregation of external holdings

FINANCIAL PLANNING

Approx. $500,000 - $1,000,000

  • All-inclusive account aggregation
  • Credit, lending and education planning
  • IRA RMD Planning
  • Social Security Income Planning
  • Insurance and liability review
  • Capital gain tax planning
  • Security class action paperwork assistance
  • Financial Life Organizer
  • Process Class Action suit paperwork

ENHANCED FINANCIAL PLANNING

Approx. $1,000,000 or above

  • Strategic Planning with Tax Professional
    And Estate Planning Attorney
  • Charitable giving mission
  • Estate planning and family dynamics
  • Insurance and liability review
  • Long Term Care Planning
  • Business succession planning

To Schedule an Appointment

Call (831) 476-7300 or

Contact Us Online

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.


Raymond James corporate Privacy Notice

www.finra.org and www.sipc.org


Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lanai Financial Solutions is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.


1066 41st Ave Suite A101, Capitola, CA 95010 · tel: (831) 476-7300

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