Financial / Income Planning

Customized plans for CRNAs

We give you clear straight-forward advice to help you achieve your goals and prepare for the future.

BUDGETING

DEBT MANAGEMENT

SAVING STRATEGIES

We provide a complimentary risk assessment, which includes looking at your current investment and savings portfolio, income projections and debt.

Investment Planning

Strategies for each career stage

Our CRNA-centered approach tailors the investment plan to your specific professional and personal circumstances. Together, we’ll identify your investment goals, risk tolerance, and cash requirements, along with future retirement income needs and other key financial milestones you want to achieve—now and in the long term.

PRESERVE YOUR PRINCIPAL

MAXIMIZE INCOME

ACCUMULATE CAPITAL

At CRNA Financial and Retirement Planning, we offer professional services in a fiduciary capacity. Our team’s holistic approach ensures full disclosure at every stage of the process, helping you move toward your financial goals. We hold professional designations as Chartered Financial Consultants and Chartered Life Underwriters. We also work with third-party money-management teams to help maximize clients’ opportunities to achieve their financial goals.

Strategic Tax Planning

Game Plans built for your profession

For nurse anesthetists, savvy tax planning requires a strategy that’s customized to the particular needs of your profession. Working with a financial advisor who understands your profession is the best way to remove the surprise and dread of tax season. Our advisors equip you with tools to help reduce your tax obligations, keep more income and grow your wealth.

RETAIN MORE INCOME

AVOID UNNECESSARY TAX PAYMENTS

USE TOOLS THAT HELP YOU SAVE

ENSURE THAT ALL STRATEGIES ARE DONE LEGALLY

When it comes to tax planning, a proactive approach is essential. We look at your current tax situation and offer clear and simple actions that will help you save in the near term and in the future. Meeting the utmost in professional standards, we work in affiliation with tax specialists that include Enrolled Agents and Certified Public Accountants. At CRNA Financial and Retirement planning, your best interest is at the core of our business.

Insurance Assessment

Packages tailored to your needs

Proper financial and retirement planning includes proper preparation for life’s uncertainties. As CRNAs, you have very specific needs when it comes to insurance coverage. We help you find the right insurance coverage that will help keep you financially stable in difficult times.

PROTECT YOUR INCOME

LEAVE A LEGACY

For SRNAs and CRNAs proper insurance coverage is especially important. You have a rewarding career and it affords you a certain lifestyle. The right disability income insurance will help you maintain that lifestyle in the event that you cannot work due to illness or injury. And, in the event of death, the right life insurance will help make things easier for those you leave behind. Yes, we know it’s an uncomfortable subject, but in the long- run prudent insurance planning doesn’t just give you the right coverage—it grants you peace of mind.