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Retirement
Mitigating risk and preserving wealth to provide you with financial confidence.
For over two decades, the team at CRNA Advisors has provided comprehensive financial, tax and investment strategies to CRNAs and their families across the country. As such, we are the only firm specializing in the holistic financial needs of CRNAs. Our firm seeks to inspire CRNAs to make informed financial decisions through education, communication, and service that exceeds their expectations.
We offer services in the following areas:
Personal and business financial planning
Debt reduction strategies
Asset management and investment strategies
Retirement planning
Insurance and risk management
Estate planning
Coordination with your team of accountants and attorneys, or referrals to our trusted specialist partners
Retirement Planning Strategies
Your future retirement is both an exciting and challenging milestone. You may worry about having enough money to last, maintaining your desired standard of living, and navigating the complex world of healthcare.
We are here to guide you through the myriad decisions you face, from planning for a consistent income stream to reviewing healthcare options and more.
Because CRNA professionals are highly compensated, it is critical to understand that maximizing contributions to a retirement plan may not be enough. The 2012 National Retirement Risk Index, which measures whether Americans will be able to maintain their same standard of living during retirement, shared that the number of “at risk” households had increased by 9% between 2009 and 2010. It is important for clients to evaluate their current retirement plan in light of the key risks that may influence its effectiveness, including longevity and inflation.
Insurance Planning
CRNA Advisors offers insurance guidance to help clients and their families prepare to meet future obligations.
Estate Planning
CRNA Advisors often works with our clients’ attorneys to create a comprehensive wealth transfer plan to ensure their wishes are carried out.
A CRNA'S LIFE AFTER ANESTHESIA
A CRNA’s Life After Anesthesia is the newest book from financial planning expert Jeremy L. Stanley, CFP®, AIF®, and is designed to assist CRNAs in planning for retirement.
A CRNA’s Life After Anesthesia begins by describing the current career landscape for CRNAs. Recent healthcare policies and population shifts have resulted in significant changes to the medical industry. It is important to understand how these changes can impact your future.
Next, Jeremy asks readers to describe their vision of retirement. Where do they want to live? What do they want to do? He shows them how to determine whether that vision is realistic given their current financial situation. Jeremy also teaches the fundamentals of planning for retirement and lists the most common mistakes when it comes to financial planning. In addition to retirement planning, the book includes information on estate planning and how to leave a legacy for your loved ones.
Enjoy a book tailored to your specific profession and career path. Wherever you are in your career, CRNAs will find this book a helpful manual in working toward financial security.
This program, available at Amazon.com, has been prior approved by the American Association of Nurse Anesthetists for 2.0 Class A CE credits; AANA Code #1038050; Expiration Date 10/01/2022.
To receive CE credits:
After you have read the book, click here to visit the test center. Use access code “smoothemergence"
