CRNA Financial Planning

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United States
Winston-Salem, NC
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

08/25/2026

AANA truly knocked it out of the park with this year’s Party with a Purpose! We are proud to support Room to Grow, an incredible organization providing families with essential childcare supplies, developmental coaching, and vital community networks.

Catch the Vigilance Wealth team in the Ford Lounge this evening - we hope to see you there!

08/24/2026

It’s the FINAL DAY of AANA Congress in Boston!

Vigilance Wealth has loved connecting with CRNAs, catching up with old friends, and meeting so many of you throughout Congress.

If you haven’t stopped by yet, there’s still time! Come say hello, learn more about how Vigilance Wealth is Investing in What’s Next.

Thank you to everyone who made Congress such an incredible few days. We’ll see you at the next one!

08/23/2026

Day 2 at is underway!

The Vigilance Wealth Team is in the exhibit hall in Boston, connecting with CRNAs and talking about what’s next beyond the OR.

From retirement and investment management to tax planning and the unique financial name needs of independent CRNAs, Vigilance Wealth is built exclusively for CRNAs and their families.

If you’re at Congress, stop by booth 429 and say hello! Don’t forget to ask about Party with a Purpose!

Invested in CRNAs. Investing in what’s next.

08/22/2026

We’re proud to partner with the AANA to bring you Vigilance Wealth. Invested in CRNAs. Investing in What’s Next.

Stop by Booth 429 - say hello, meet the team, and learn how we’re helping CRNAs take a more confident approach to their financial future.

And while you’re here, ask us about Party with a Purpose!

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?

08/11/2025

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

08/07/2025

For his commitment to the profession of nurse anesthesiology and the AANA, Jeremy has been selected as an AANA Honorary Membership recipient! To date, this prestigious honor has been conferred upon fewer than 25 individuals. Congratulations, Jeremy!!

Read more - https://www.aana.com/news/aana-honorary-membership-awarded-to-jeremy-stanley/

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.

10/21/2024

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

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?

Address

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

Website

http://www.CRNAFinancialPlanning.com/

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