About Us
 

The Crane Financial Group's mission:  "To help you secure a retirement lifestyle with safety, income and growth".  We work exclusively with mature senior investors to protect their financial assets and standard of living. Our primary specialty is estate planning and retirement planning for senior citizens.

Robert W. Crane, CLU, ChFC, CASL

Robert W. Crane is the founder of The Crane Financial Group. He has over 30 years’ experience in the insurance and annuity industry. Mr. Crane holds life and health insurance licenses.

Mr. Crane has been an industry leader for many years and has earned several outstanding achievement awards for his service in the public interest. He adheres to the highest standards and qualifications prescribed by The National Association of Life Underwriters and The National Association of Insurance and Financial Advisors.

In addition to attaining the prestigious CLU, ChFC, and CASL designations, Mr. Crane has completed numerous Estate Planning courses, attained the LUTCF designation, and published several articles pertinent to senior financial planning.

 

Audrea Matherly

Audrea Matherly joined the Crane Financial Group May 2017 and serves as an Executive Administrative Assistant. She passionately serves in this role, and she brings peace of mind to clients as she helps them through their life and retirement journey. With a servant’s heart Audrea brings diligence and thoroughness to the client service process.

She has served in crucial roles in the growth of her previous firm in Tennessee, Brogan Financial, and she is always willing to do whatever is necessary to help her companies flourish. Her character is impeccable, and clients, as well as staff, easily sense her genuineness.

Audrea has lived all over the country following her husband, Jeff, throughout his military career. Jeff is a retired Army first sergeant. Audrea’s son, Philip, is currently serving in the Army and living overseas with his wife and daughter.

Originally from Charlotte, North Carolina, Audrea now lives in the Ocala area with her husband Jeff and their dog, Chengis. They have just relocated to Florida for her to be closer to her family. Audrea’s greatest joys are spending time with her friends, cooking, hiking and, most of all, being a blessing to others.


To schedule a time to discuss your financial future, contact us at retplanners@yahoo.com, or call us at (352) 368-9001 today!


We offer products and services tailored to your individual needs.  With so many investment and insurance products available today, it's important to work with a financial professional with specific expertise in insurance and annuities.


 
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Our mission is to help you secure a retirement lifestyle with safety,
income and growth.

Robert W. Crane
CLU, ChFC, CASL

Founder