Joe Cramer
Advice-Based Financial Strategies | Independent Wealth Management Expert | Medical Professional Specialist
- Role
- Financial Advisor at Healy Financial
- Location
- South Bend-Mishawaka, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Mar 2015 — Present
My area of focus lies in working with physicians, dentists, and other medical professionals in the Midwest to help them overcome the financial challenges that are unique to their chosen careers. My team and I work to educate and help my clients develop a strong financial strategy for all stages of their lives and careers.My areas of specialty include, but are not limited to:Holistic Fee-Based Financial Planning and CoachingAsset Protection StrategiesSpecialty Specific Disability InsuranceLife Insurance StrategiesDebt Management (student loans, personal loans, credit cards)Liability ProtectionWealth ManagementRetirement Programs (Solo 401k, SEP, 410k 403b, Roth IRA)Tax Deferred StrategiesCollege funding programsSecurities offered through Cetera Wealth Services, LLC, member FINRA/SIPC, a broker/dealer.Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser.Cetera is under separate ownership from any other named entity.
Education
University of Minnesota
BSB
2007 — 2011
Skills
- Uniform Combined State Law
- Series 7
- Retirement
- Retirement Planning
- Investments
- Disability Insurance
- 401k
- Life Insurance
- Wealth Management
- Investment Strategies
- Securities
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