For the CRNA
As a Certified Registered Nurse Anesthetist, you are an independent, highly respected professional in a rewarding, advanced-level career. Your lifestyle – and finances – are unique.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
What CRNAs Need to Know About Money Post-Graduation
Like other high-income professionals, certified registered nurse anesthetists (CRNAs) face unique financial challenges when it comes to cash management, risk and accumulation.
Click the button to read Joe's Kiplinger article now:
We understand, and we're ready to help!
You’re a busy professional in your field; we’re experts in our field. Let us handle and help with your finances while you focus on your medical career.
We don’t charge lump sum fees up front as you become a peak earner. Instead, we want to grow our relationship with you over time and work with you as you build wealth. Our fee’s will be based off of the investments we manage. The more your investments grow, then the more we make over time. Allowing us to be aligned for a long term relationship.
Older financial advisors will likely retire and be out of the picture as you build your financial plan, forcing change. We are younger, and we’ll be there for the long term.
We use innovation and tech everywhere we can to evolve our efficiency. See your full finances from the palm of your hand, and connect with us in any form of media.
The CRNA Process
Designed for you , your career and your lifestyle
Guidance and strategies for paying off student loans, filling emergency funds, and funding upcoming large expenses (home, children, starting a business)
- Protection options for your highly paid profession and the lifestyle it provides to your family
- Family-first strategies
- We look at all insurance options to help protect your assets against the unexpected, such as an injury that prevents you from working or if you should pass away.
You are young and at your peak earning years. Compound growth is powerful when you have 50+ years of it working for you. The best time to act is now, and we can help!
- Wealth management and investment options that are suited for young professionals making a higher income
- Do you want to grow your wealth over time? Do you want to retire early? We will work with you to help show you the best time for achieving your goals.
Ready to talk?
Schedule a 30 minute session to chat