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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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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Insuring Your Business With a Buy/Sell Agreement

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

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Use this calculator to compare the future value of investments with different tax consequences.

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5 Smart Investing Principles

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A presentation about managing money: using it, saving it, and even getting credit.

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

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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There are some key concepts to understand when investing for retirement

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16 Wall Street Cliches in 60 Seconds

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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