CRNA Financial Planning
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AANA Member Advantage

Comprehensive Financial Planning For Certified Registered Nurse Anesthetists

CRNA Financial Planning® is an independent consulting firm that offers financial planning services exclusively to Certified Registered Nurse Anesthetists (CRNAs) and their families. As an approved AANA Member Advantage partner with almost two decades of experience, the firm guides CRNAs through the complexities of investing and financial planning, with the goal of helping them feel confident in their financial future. Whether a CRNA is at the beginning of their career or preparing for retirement, CRNA Financial Planning® seeks to work closely with their clients and develop a plan that may best fit their unique needs, lifestyle, and goals.

While headquartered in North Carolina, CRNA Financial Planning® works with clients throughout the country. Firm founder Jeremy Stanley is a CERTIFIED FINANCIAL PLANNER™ and believes every client, wherever they may be in their career, needs a plan for their financial future. From planning for a child’s future college expenses to building a predictable income stream during retirement, the firm is committed to offering comprehensive financial services customized to fit each client’s individual objectives.

 

Helpful Content

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Where Will Your Retirement Money Come From?

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Assess Life Insurance Needs

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How to help determine life insurance needs to provide for your family after you pass away.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Your Emergency Fund: How Much Is Enough?

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The New Red Scare: Chinese Ownership of U.S. Debt

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Split Annuity Strategy

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Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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