Meet the professionals who can help you Pursue Your Goals

We guide individuals and families toward their ideal retirements.

Meet the Team

The Crane Financial Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Robert W. Crane, CLU®, ChFC®, CASL® Founder, Investment Adviser Representative

Robert “Bob” Crane entered the financial industry to help others achieve financial success in retirement. With over 30 years of experience — more than 25 of them in Ocala — he gives trusted financial guidance to clients and their families as the founder of The Crane Financial Group. He has dedicated his lifelong career to providing high-class service and honest advice for each client.

As an Investment Adviser Representative, Bob can choose the appropriate investment and insurance solutions for a more tailored financial strategy to help meet clients’ goals. He is committed to continuing his education in the ever-changing industry. He holds life and health insurance licenses and has passed his Series 65 securities exam.

Additionally, Bob has attained his Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL) and Life Underwriter Training Council Fellow (LUTCF) designations.

As a longtime industry professional, Bob has earned several outstanding achievement awards for his public service. He adheres to the standards and qualifications prescribed by the National Association of Insurance and Financial Advisors, a paid membership organization composed of insurance and investment professionals.

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Natalie Crane Licensed Insurance Agent & Tax Agent

An accountant with over 20 years of experience, Natalie provides income tax planning and consulting services.

Natalie came to the U.S. in 2006 from Belarus, where she worked as a financial manager for several companies. She met Bob in 2003 in Belarus and has worked with him since 2013, the year they were married. In 2016, Natalie and Bob formed The Crane Financial Group.

Natalie is a member of Toastmasters and enjoys making jewelry.

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Ready to take The Next Step?

For more information about any of our products and services, schedule a meeting today.

Or give us a call at 352.368.9001.