Welcome to Citizens Wealth Management Group
Citizens Wealth Management Group provides an array of services that accommodates all types of investors. We help work towards protecting your hard-earned assets with a retirement plan that has the potential to grow to fit your needs – evolving along with you and your family. After completing a cash flow analysis, we will provide you with important feedback and generate ideas about how your situation impacts your ability to pursue your goals and objectives. We can also equip you with the proper insurance plans to ensure the transfer of your wealth and estate during life’s unpredictable events.
Additionally Citizens Wealth Management Group works with small business owners to help design and monitor a retirement plan that works toward meeting his/her specific objectives. We will continue to suggest improvements as objectives, plan demographics and the qualified plan marketplace changes.
What is Wealth Management
Citizens Wealth Management Group defines wealth management as the integration of one’s financial life – working toward growing, preserving, transferring, and structuring wealth through tax-efficient strategies.
We believe managing your wealth is more than investing wisely. We look at the big picture and analyze your financial plan by properly planning for retirement, helping you pursue your financial goals by performing a cash-flow analysis, and making sure you have planned for the future with adequate insurance coverage. This approach involves all areas of wealth management, allowing you to work toward achieving your goal by adhering to our mission of providing, integrated strategies for every step of life.
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A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Three Key Questions to Answer Before Taking Social Security
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Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
You’ve made investments your whole life. Work with us to help make the most of them.
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Making the most of surprises is a great reason to work with us.
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What are your options for investing in emerging markets?