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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Making the most of surprises is a great reason to work with us.
Retirees traveling abroad need to know that their health insurance travels with them.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Regardless of how you approach retirement, there are some things about it that might surprise you.
There are ways to improve your physical fitness without denting your fiscal fitness.
These food myths will really put a drain on your wallet.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
What does your home really cost?
Here’s a quick guide to checking to see if you have unclaimed money.
The decision whether to buy or rent a home may have long-term implications.
Do you know how to set up your financial goals for success? This knight does.
The market is as unpredictable as the weather. We’d love to help you prepare.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.