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.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Financial behaviors you learned from dad may be influencing your own confidence in managing money.
When considering life insurance, it's important to understand your options.
Couples may be able to head off many of the problems in a marriage that money can cause.
Do your insurance needs stay the same when the nest empties?
A collection of tips from professional travelers.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
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
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a lot of myths around whole life. Get the facts here.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Making the most of surprises is a great reason to work with us.
The decision whether to buy or rent a home may have long-term implications.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?