Citizens Wealth Management Group provides an array of services that accommodate all types of investors. We help work towards preserving 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, plan demographics and the qualified plan marketplace changes.