CRNA Financial Planning  
Charitable Giving: Smart from the Heart Estate Management 101 Raise Your Retirement Income

CRNA Financial Planning® is an approved AANA Affinity Partner


CRNA Financial Planning® is a financial planning firm exclusively serving Certified Registered Nurse Anesthetists and their families. For over 15 years, we have been guiding CRNA's though the complexities of investing and financial planning. Today's economic environment presents many challenges for CRNA's, whether its the battle over supervision, questions about how the ACA will affect the profession or just the ups and downs of the economy and markets CRNA's need a team that understands them to help navigate the way.

At CRNA Financial Planning® our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation success.

*No strategy ensures a profit or protects against a loss. There is no guarantee that the investment objective will be met.

 

Helpful Content

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Succeeding at Business Succession

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

View all articles arrow

What Is the Dividend Yield?

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

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

Tax Management Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Social Security: By the Numbers

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

View all videos arrow