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 email@example.com. 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.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Here are some insights on how the Q2 Earnings Report could shape up.
Can you keep up with your children’s mobile slang?
Knowing your options when a CD matures can help you make a sound investment decision.
Technology tips to make your next trip even better.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
When do you need a will? The answer is easy: Right Now.
Even low inflation rates can pose a threat to investment returns.
Do you know these three personal finance sayings?
Women must be ready to spend, on average, more years in retirement than men.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Would you guess that Millennials are effectively saving for retirement? Well, they are.