Trusted Financial Guidance for Business Professionals, Executives, and Physicians
From the evening news to financial product carriers, it seems everyone has a different opinion on how you should manage your money or plan for the future. With so much contradictory (and often times biased) advice and cookie cutter recommendations, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own personal goals, which means no one financial strategy fits all.
I’m John Crane, an experienced financial advisor who seeks to serve as your financial resource you can look to provide unbiased advice, knowledgeable yet easy-to-understand education, and customized strategies tailored to your specific situation. By taking the time to get to know you on a personal level, I can deliver my recommendations in the context of your life, which may help you better understand your strategies and feel more confident in your decision making. My goal is to serve as a trusted resource and lifelong professional alliance as you navigate life’s hurdles, celebrations, and dreams.
In order to offer personalized attention and a high level of service, I work with a select group of clients. These clients are business professionals, corporate executives of small and mid-sized businesses, and physicians (e.g. orthopedic surgeons, anesthesiologists, obstetricians, gynecologists, critical care physicians, and surgeons). They face a number of immediate and future milestones, be it a new child on the way, a promotion, an equity event, or a transition from resident to attending. Whether they are anticipating or already experiencing these life events, they seek a financial advisor who can help them address their financial concerns, from properly managing their wealth to preparing the transition into retirement to protecting their assets. I work closely with these clients to create a strategy that not only addresses their current needs, but also future goals, working alongside them for the many years to come.
Based in Alexandria, Virginia, I work with clients throughout the Virginia, Maryland, and Washington D.C. area. Share your questions with me by email at firstname.lastname@example.org. Or, to chat about how I may be able to help you, please call my office at (703) 635-3300 to set up a no obligation introductory meeting.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Savings and Cash Flow
Savings is a critical tool to ensure positive cash flow in your personal finances.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Bonds are impacting the market, perhaps more than anyone thought possible.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Take these five steps to protect your financial well-being before making any other changes.
Making smarter decisions about debt can help you reduce stress.
Simple steps may help you foil hackers and protect your privacy.
Consolidating your assets onto one platform can reap multiple benefits.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The market is as unpredictable as the weather. We’d love to help you prepare.
What does your home really cost?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It’s never a bad time to speak with your financial advisor about changes in your situation.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate