XNE Financial Advising, LLC is a U.S. Black Chambers, Inc. and National Minority Supplier Development Council-certified minority-owned business enterprise specializing in tax preparation and financial plans for individuals and small businesses. We specialize in tax preparation of current and back taxes, creating profit and loss statements in QuickBooks and Microsoft Excel for businesses and 12-month Budgetary Plans for individuals and couples, and Tax and Debt Analysis.
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Legacy’s mission is to help individuals and families gain a clear pathway to financial freedom. Through budgeting, investing, and debt management, we have a plan that will fit your needs. The Legacy team has a passion to help individuals be free from their financial burdens and hardships while creating a life they enjoy.
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Through a time-tested and detailed process, we provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies tailored specifically for you. We take the time to get to know your lifestyle, goals and values, so that we can help guide you toward the future you've envisioned for yourself and your family. Collectively, we offer decades of experience, which we dedicate to crafting innovative and thoughtful financial strategies for clients. As inspired and independent thinkers, we pride ourselves on providing unbiased investment advice and financial guidance that each of our clients has come to rely on and trust.
I'm John Crane, an experienced financial advisor who seeks to serve as your financial resource you can look to provide unbiased advice, knowledgeable yet easy-to-understand education, and customized strategies tailored to your specific situation. By taking the time to get to know you on a personal level, I can deliver my recommendations in the context of your life, which may help you better understand your strategies and feel more confident in your decision making. My goal is to serve as a trusted resource and lifelong professional alliance as you navigate life's hurdles, celebrations, and dreams.
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Providing supplemental financial benefits to district and federal employees, as well as city and state contractors. Over thirty successful years advising employees about their current and future life insurance needs, disability income, cancer cash insurance and safe vehicles for retirement dollars. Analysis provided free of charge, the commitment is solid and the products and information are designed to fill gaps in employer benefits packages. The agency is alway recruiting full and part time agents. Training is solid and will provide the foundation and tools necessary for successful career.
Fee-only Fiduciary & Certified Financial Planner™ professional in private practice offering comprehensive financial planning, retirement planning and investment management for individuals and families. I provide independent and objective fee-only financial planning and investment advisory services.
