Broker Check

Integrated Strategies
For Every Step of Life

Investment Services Financial Planning About Team

Welcome to Citizens Wealth Management Group

Our Mission

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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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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This calculator helps estimate your federal estate tax liability.

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Principles of Preserving Wealth

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Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Using smart management to get more of what you want and free up assets to invest.

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The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Acres of Diamonds

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