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.
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When Heirs are Imperfect
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How federal estate taxes work, plus estate management documents and tactics.
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