A number of Financial Advisors at Citadel available through CFS* specialize in estate planning and wealth transfers to beneficiaries in the event of a loved one passing. We understand that life can throw you unexpected curves, but we're here to help. Our Financial Advisors will discuss with you wealth transfer strategies, offer you an estate planning service and much more.
Contact us or a complimentary consultation about our investment management options today.
What It Is
Once you have planned for retirement and invested wisely, it's time to focus on how your assets will be managed in the event of your death.
What You'll Get
We’ll sit down with you and create a plan that manages your assets and helps to ensure you have everything you need to document what will happen to your wealth.
Our Financial Advisors will focus on tax-efficient strategies, so you feel confident in your future estate allocation.
In the event of a loved one passing, we’ll work closely with your accountants and attorneys to ensure a smooth transfer of wealth. The advisors at Citadel, available through CFS*, offer personalized wealth transfer strategies that minimize inheritance tax obligations.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advise, For such guidance, please consult your tax and/or legal advisor.
One method of retirement planning is to project what you are currently saving and have accumulated to date and see if you will have enough to meet your retirement objectives. Use this calculator to determine when/if the money will run out during retirement and it will recommend additional savings if required.
“The people at Citadel have been very helpful since I became a member. They were very helpful when my father passed away and I needed some help with inheritance money. They helped me with my car loan as well. They are always willing to answer any questions. I like being a member of Citadel.”
We've introduced a new way to bank, making it easier than ever to chat face-to-face with a local Citadel team member. The best part? You can connect with us safely and securely from anywhere — with just a few clicks on your laptop, desktop computer, or your mobile device. Learn more.