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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →