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YOUR VISION


IS OUR MISSION

 

CRNA Financial can help you Plan For Life

CRNA Financial's mission is to facilitate the creation and maintenance of financial independence for CRNAs while providing service that exceeds their expectations. Our Financial Advisors have served CRNAs for nearly two decades. In that time, we have gathered considerable knowledge of your profession and expertise regarding the unique challenges facing CRNAs.

 


         

Financial Planning

         

Debt Analysis

CRNA Financial will provide a road map with directions on how to get from where you are to where you want to be in the future.
         
CRNA Financial understands that one of the biggest concerns CRNAs have is how to tackle their student loans. We will provide a side by side analysis of multiple “what if” scenarios and how each impacts your long-term financial plan.
               

         

Insurance Review

         

Investments

CRNA Financial coordinates benefits offered by your employer with association benefits as well as personally owned insurance programs to tailor a program that is right for you.
         
CRNA Financial assists with investment allocation decisions on both your employer sponsored retirement plan as well as personal investments for retirement, education or other future financial goals.





ABOUT CRNA FINANCIAL

In 1995, I began my career in the financial services industry. Early on, I was referred to a CRNA and was able to help him secure a disability insurance policy. He also referred me to several co-workers whom I was able to assist as well. As I developed a relationship with CRNAs, I learned a lot about the unique financial planning circumstances that you face. I also discovered that working with CRNAs was personally and financially rewarding. That is why in 2010, I decided to launch CRNA Financial in cooperation with The Rosselot Financial Group.





LET US HELP YOU START PLANNING FOR LIFE


START PLANNING




7426 Jager Court
Cincinnati, OH 45230


Give Us a Call
513-232-6500


Message Us
info@CRNAfinancial.com


Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.

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