Lerner Financial, LLC

 

 

 

Partner With the Financial Planner
Who Knows Both Health Care and Wealth Care

 

Rick Lerner, CFP® is a fee-based planner who specializes in business and personal financial planning for those working in health care. With 10 years of experience in hospital management and 18 years in the field of financial services, Rick understands the many pressures that health-care professionals face today. His job as a Raymond James Financial Advisor is to help you focus on your needs, make the best use of your time, and help you implement a plan that makes the most sense for your personal or business circumstances.

 

 
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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Newsletters

Increase Your Protection

If your net worth exceeds the amount of liability coverage provided by your homeowners and auto insurance policies (each usually tops out somewhere between $300,000 and $500,000), you might want to consider an umbrella liability insurance policy.

Every Little Bit Helps

IRA catch-up contributions enable investors aged 50 and older to make up ground in saving for retirement, whether they had a late start or just want to sock away more money.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

Your Best Interest

Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

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