Lanai Financial Solutions

Christine and her staff put my husband and I at total ease when we met. She is the second financial adviser we met with and the first that spoke in a language that we could understand (and therefore the only one we have done business with). Her honest and forthright demeanor spoke volumes about what kind of business woman she is, which is no-​nonsense. I don’t want a «see everything through rose tinted glasses» kind of adviser, I want a truth teller. She has been a fantastic member of our financial team. Highly recommended.

Christine is a consummate professional. She not only is easy to talk with but extremely knowledgeable in her field. I’ve known here for the better part of a decade and have always been impressed with her judgment and advice.

Christine McBroom, owner of Lanai Financial Solutions, has truly been a go-​to resource for my husband and I. Her financial advice has been a tremendous help for us. I trust her knowledge, suggestions and directions to help us plan for our future.
I would highly recommend her if you want solid, experienced, financial solutions.

Christine has been my financial advisor for more than 5 years. She always treats my financial growth as her highest priority. She is always professional, and very knowledgeable about the industry. She is outstanding at leading me through the complications of the investment world and takes the time to ensure that I completely understand the results of our decisions. I am in a position to retire comfortably and I owe that all to Christine. I recommend her services without hesitation.

I can’t say enough about how Christine has helped my wife and I with our long term finances. We have been clients with her for about 5 years and I wouldn’t think of letting someone else manage our retirement fund. She is extremely diligent about keeping us informed about the market and explains the choices in a way that makes our decision making easy. Christine has earned our trust because of her professionalism, knowledge of the investment industry and her very personable attitude. She is definitely a five star business person!

I will be curious if my review makes the cut after seeing the only negative review of Lanai Financial Solutions not accepted. One of the reviews that was accepted was by a lawyer who is given business by Christine. I just returned from a scheduled appointment with Christine in tears. Yes, in tears. I have rarely had such hostile poor communication from a professional. I had made sure before I went that Christine was available for just financial advice since the trust was still in the final stages of distribution. I was 10 minutes late which she commented on (after my apologies) in a very nasty way. She let me know right away in a very unfriendly way that this appointment was to see if she wanted to work with me as much as the other way around. That was not a way to put me at ease! When she found out I hadn’t received her e-​mail detailing all the financial information she required, she was even nastier.
Even more crazy was her insistence that I hadn’t wanted to let her see the investment documents I had brought her to see! Why would I have copied them if I didn’t want her to see them? She was downright strange in her behavior saying she would have had to ‘grab’ them away from me! I offered her the documents several times, as well as her assistant when I first arrived! My sense is she is very friendly when she thinks it’s a sure thing but watch out if you haven’t made up your mind yet.
I was really looking forward to working with her and letting her handle my sizeable investments since I much prefer to work with a woman, but not this woman!

I love how Christine takes you where you are with your finances and then gives you several solutions that fit your criteria, to take you where you’d like to go. I had just a few extra beans every month that I thought I should try to invest. She took my beans and planted them into a ROTH IRA, mutual fund base, just a little, tiny garden to start, and now I’m letting them grow. I can choose to fertilize those beans so they’ll grow faster, I can transplant those beans to grow somewhere else, and then, at some point, I can harvest the bean crop and have some nice meals in my future. No matter what I choose to do with my «beans», Christine has the intelligence, the tenacity, and the integrity to nurture my little plants until they are mature. And, when I win the lottery or some other life-​altering windfall comes my way, I can confidently take it to Christine and she will guide me to the best acres of fields to grow in next! Big or small, she will make sure you grow abundant with all of your financial desires!

We have complete confidence in Christine. We’ve been working with her for about two years now and she has given us fantastic guidance. She’s integrated our various sources of retirement income into a global plan that is well balanced and reflects our future needs. She’s also provided input as to potential taxation issues we should be dealing with now so we can maximize our savings. The investment portfolio she designed for us has produced great returns while balancing potential market fluctuations. I recommend her without reservation. You’ll be in excellent hands.

I agree with everyone here, Christine is a wonderful financial planner. She’s smart, incredibly knowledgeable and savvy about finance, able to explain things in layman’s terms, but most importantly, she cares. Her dedication to her clients and the community at large is what makes her really stand out. And we too, made a lot more money on our investments after we began working with her. We couldn’t be happier with her services and wholeheartedly recommend Christine!

Christine is great, I’ve been a client for about 5 years. She makes sense when she explains my investments, checks in on me quarterly AND returns my phone calls– excellent service. Oh and she makes me money, too :)

Christine’s skills as a financial planner are enhanced by her extraordinary ability to listen and teach. Not only is my money ‘making money’ but she is supportive of my personal and professional goals in every way. I can’t imagine working with anyone else, especially in an arena where trust is vital, for the rest of my life. Seriously. She’s that good. Being Christine’s client brings me peace of mind in every way.

I absolutely LOVE Christine! She has a way of explaining finances to me that actually makes sense, which is quite a feat … I feel completely safe investing my money with her and am totally looking forward to retirement!

Christine is a trust worthy advisor. She truly cares about her clients. She’s helping me understand the market better and build a strong financial future for myself, my family, and my business.
As part of her services, she offers frequent workshops to help her clients understand different investments. For example, I attended her «Bond investments for Women.» and learned a lot!
I highly recommend her.

Awesome Financial Advisor has been helping my family with our Finances.
Guiding us on a path for success in the future.
I recommend her in a heartbeat. Thank you Christine for all your help.