Professionals in all areas of the health care industry know all to well the obstacles to accumulating and preserving their wealth. Many find themselves caught in the "double-squeeze" of lower reimbursements and the increased cost of doing business. The challenge of trying to manage a business while planning for your own future further complicates the situation. How can busy health-care professionals overcome these roadblocks to their financial health while making the most of their limited time?
With 10 years of experience in hospital management experience coupled with over 20 years of experience in the financial services industry, I understand the many pressures that health-care professionals face today. My job as a 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. Many of our clients have sought out our help on a wide range of business solutions including:
Phone: 303-394-2332
Toll Free: 866-394-2332
Email: Richard Lerner
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.
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