102 South Main Street
Life moves pretty quickly.
Preparing now is the first step to enjoying your time in the fast lane. Speak with one of our advisors today, to plan for tomorrow.
Don't get stuck at the bottom.
Urban professionals face more financial challenges than ever before. Small changes now can lead to a lifetime of independence.
It's not always about the money.
Constructing a life strategy that keeps you in control is our goal. With our advisors, we’ll give you the tools to reach your goals.
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.
We’re here for you!
Financial planning involves customizing a strategy to fit your specific needs. There is no universal format. Instead, we create individualized plans for you.
Managing wealth is more than knowing where to invest; planning for the future should play a major role in your financial decisions.
When you're ready to retire and enjoy your golden years, you want to be sure that you can live comfortably while doing so.
A well-constructed insurance strategy can help protect your loved ones from the financial consequences of life’s most unexpected events.
Wealth encompasses more than properties and financial assets. Wealth is seeing your goals become reality.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
CURATED ARTICLES, VIDEOS, AND MORE FOR A FINANCIALLY SAVVIER YOU.
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Helpful documents provided by the LPL Research Team
These financial resources can help you evaluate your goals.
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