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.
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How Long Will Your Funds Last? How Long Will It Take to Pay my Balance? This calculator can help you estimate your annual federal income tax liability. Determine whether you should consider refinancing your mortgage. |
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7935 E. Prentice Ave., Suite 311 Phone: 303-394-2332 |
Securities Offered through
Lerner Financial, LLC is independent of Raymond James Financial Services, Inc.® This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.