At CRNA Financial, our mission is to facilitate the creation and maintenance of financial independence for CRNAs while providing service that exceeds their expectations.
We have worked hand in hand with CRNAs for well over a decade and in that time, we have gathered considerable knowledge of our profession to provide expertise in this fields unique challenges.
Financial Planning
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.
Debt Analysis
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
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.
Investments
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.
Who
We Are
In 1995, CRNA Financial’s founder, Nate Kosman, began his career in the financial services sector. Initially, he was introduced to a CRNA and helped him secure a disability insurance policy. Subsequently, he received referrals to coworkers who Nate was then able to help as well. As these relationships developed, he gained further insights to the distinct financial planning challenges CRNAs face. Moreover, he found working with CRNAs to be fulfilling on both personal and financial fronts. Hence, in 2010, he made the decision to establish CRNA Financial in cooperation with The Rosselot Financial Group.
