CRNA Financial Planning

CRNA Financial Planning CRNA Financial Planning is one of the nation's premier financial planning and consulting firms exclusively for Certified Registered Nurse Anesthetists.

At CRNA Financial Planning, we are dedicated to serving the financial needs of CRNAs. For over two decades, we have been guiding CRNAs though the complexities of investing and financial planning. CRNAs are extraordinary people and over the years of working with them, this is something we have come to know and respect. CRNAs are caring and compassionate, staunch advocates for their patients and ar

e committed to their responsibilities. With so much on their plates, it is often difficult to find time to plan for their financial future. Amid an ever-changing investment landscape, CRNAs need an experienced partner who can guide them though the intricacies of investing and financial planning. Our financial plans are designed to anticipate and calculate retirement income needs and lay out a roadmap to keep you on track with your goals. We help clients navigate the financial minefields of life. Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA http://www.finra.org SIPC http://www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial & have not been reviewed by LPL Financial as to accuracy of completeness. For a list of states in which we are registered to do business, visit www.CRNAFinancialPlanning.com

Investors are anxious, and with good reason. The unsettling events in the Middle East are dominating the headlines, whic...
04/02/2026

Investors are anxious, and with good reason. The unsettling events in the Middle East are dominating the headlines, which can put even the most seasoned investor on edge. Will the number of corrections for the S&P 500 increase to 27 this year?

We’re having a great time in Nashville. Stop by and see us at booth 735!
08/11/2025

We’re having a great time in Nashville. Stop by and see us at booth 735!

Navigating today’s ever-changing tax code can be overwhelming and challenging. This is especially true for busy CRNAs wh...
12/18/2024

Navigating today’s ever-changing tax code can be overwhelming and challenging. This is especially true for busy CRNAs who often juggle both clinical responsibilities and financial planning. Today's blog focuses on explaining...

Today we’re focused on self-employment taxes and the planning strategies that can help you maximize your earnings.

Once you’ve made the decision to go 1099, how do you make sure you’re doing everything right?
10/21/2024

Once you’ve made the decision to go 1099, how do you make sure you’re doing everything right?

No matter your political affiliation, election season can be a stressful period for many CRNAs. The uncertainty surround...
09/23/2024

No matter your political affiliation, election season can be a stressful period for many CRNAs. The uncertainty surrounding political outcomes can cause anxiety, especially regarding the stock market and economy. Is your fear warranted?

No matter your political affiliation, election season can be a stressful period for many CRNAs. The uncertainty surrounding political outcomes often causes anxiety, especially regarding the stock market and the economy. But is this fear truly warranted?

We’ve had a wonderful time meeting new faces and connecting with old friends at this year’s Annual Congress!
08/05/2024

We’ve had a wonderful time meeting new faces and connecting with old friends at this year’s Annual Congress!

Retirement represents a pivotal milestone in a CRNA’s life and it ushers in a new phase that could extend over 20 to 30 ...
07/31/2024

Retirement represents a pivotal milestone in a CRNA’s life and it ushers in a new phase that could extend over 20 to 30 years or more. How do you best prepare yourself for that transition after work?

Happy Independence Day to you and your family! Best wishes for a joyous and safe celebration this July 4th.
07/04/2024

Happy Independence Day to you and your family! Best wishes for a joyous and safe celebration this July 4th.

Considering a career as a CRNA? From 2022-2032, the CRNA job market is expected to grow by nearly 38%...
07/02/2024

Considering a career as a CRNA? From 2022-2032, the CRNA job market is expected to grow by nearly 38%...

The market for Certified Registered Nurse Anesthetists/nurse anesthesiologists will grow by nearly 38% by 2032, according to a new report by the U.S. Bureau of Labor Statistics (BLS). The 2024 Occupational Outlook Handbook, released by BLS in April 2024, reports that the discipline of anesthesiology...

We’re joined by Julie Genjac, Vice President and Managing Director of Applied Insights at Hartford Funds, to discuss the...
06/24/2024

We’re joined by Julie Genjac, Vice President and Managing Director of Applied Insights at Hartford Funds, to discuss the concept of a money story and how understanding it can transform your financial future.

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100 N Cherry Street, Ste 350
Winston-Salem, NC
27101

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