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Build a Custom Strategy for All of Life's Phases
Financial Planning
It’s never too early or too late to set financial goals, but achieving them requires a clear picture of your personal finances and an understanding of the services and strategies available to support you. Whether you’re just getting started, already planning ahead, or close to reaching your goals, it’s the perfect time to check in on your financial journey and ensure you have a tax-optimized plan.
You'll make decisions together and implement a plan that includes accounts, services, and tax-efficient strategies that align with your goals. Then, your advisor will monitor your progress over time and factor in any life changes, shifts in your finances, or changes in the market that may require adjustments over time. Download an overview of our services here.
Don't miss out on any opportunity along the way. Partner with the team who truly cares and empowers you to prosper throughout the entire journey.
We can help tackle the three major phases of financial planning:
Grow
The accumulation phase is all about building wealth. From starting your career to family life and everything that comes with it, you’re in growth mode.
Protect
The protection phase comes when you’re ready to look at your portfolio, start thinking about retirement, and maximize retirement contributions to set yourself up for the future.
Thrive
The retirement phase is all about living your dreams. Your goals and priorities may have changed, and it’s time to make sure you have what you need for yourself and your loved ones.
Who Needs a Financial Advisor & Why?
There are some common misconceptions about financial planning and what it really means to plan for your own financial wellness journey. In this video, hear from Sheri Perkins, our Senior Vice President and Head of Retirement & Wealth Management, about who needs a financial advisor and when is the right time to start building that relationship.
*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.
Ready to discuss your future? Let's talk.
Our CFS* Investment Team
