CRNA Financial Planning® is an AANA Member Advantage Partner! (Again)
Your CRNA-Specific Retirement, Financial and Tax (1099) Planning Resource
Did you know that CRNA Financial Planning is the only financial and tax planning firm exclusively serving CRNAs? It’s true. For over two decades, we’ve made it our mission to help CRNAs with what we call the three pillars.
It’s our goal to help you move from confusion to clarity when it comes to the business and life planning pillars. We work with CRNAs to educate and empower them to make sound financial and tax decisions.
Understanding what you do and the opportunities available to your profession does make a difference!! Let our fiduciary team of CERTIFIED FINANCIAL PLANNER™ professionals show you how!
Our Gift to AANA Members
We’re happy to be a part of the AANA Member Advantage program. As our special gift to AANA Members, we are offering:
- A Free Copy of Our Book: The Wealthy CRNA, which features insights into becoming a financially successful CRNA and how to start planning for your financial future, and has been prior approved for up to 4 Class A CE credits by the AANA. Request your copy by emailing us at firstname.lastname@example.org!
- Free Tax Evaluation for Business Owners & Freelancers: Speak with a member of our team familiar with the business of CRNAs to receive a tax evaluation and recommendations to lower your tax liabilities this year and in the future. Schedule a call now!
- Retirement Income Analysis for CRNAs Near Retirement: One of our CERTIFIED FINANCIAL PLANNER™ professionals will evaluate your Social Security benefits- when is best to take it? Pensions, Health Insurance Options, Sequence of Withdrawals to sustain your Assets. You have worked your whole life to be able to retire—We’re offering this service at an introductory rate of $249 so that you can have confidence in your decisions! Schedule a call now!
Get in Touch
Why We Created CRNA Financial Planning®
Our founder, Jeremy Stanley, created CRNA Financial Planning® because he’s very familiar with the challenges CRNAs face. That’s because his wife is a CRNA! For years, he witnessed many CRNAs struggle to balance their challenging careers and complex financial decisions.
As a CERTIFIED FINANCIAL PLANNER™ professional himself, Jeremy knew that he and his team of advisors could make a big impact in the life and business of CRNAs. He founded CRNA Financial Planning® to provide unbiased financial and tax guidance to CRNAs so they can feel confident in their financial decisions.
What We Offer
We offer comprehensive guidance for CRNA business owners, freelancers, and employees. We specialize in helping CRNAs minimize their taxes and create a comprehensive financial plan. Our services include:
- Personal and business financial planning
- Retirement income analysis
- Tax minimization analysis
- Asset management and investment strategies
- Retirement planning
- 401k/403b investment decisions
- Risk management
- Freelance strategies
- Estate planning
- Debt reduction strategies
- Insight into small business structuring and incorporation
- Coordination with your team of accountants and attorneys, or referrals to our trusted specialist partners
- Tax planning (CRNA Tax Associates®)
*Investment advice offered through Private Advisor Group, a registered investment advisor.