Broker Check

102 South Main Street Bluffton, OH 45817

(419) 358-8060 x153
cwmg@lpl.com
Account View Login

Financial Planning

Contact Us

Customize Your Financial Plan

Effective wealth management requires detailed financial planning. We start by evaluating your current finances and then create a comprehensive strategy to help you pursue short and long-term goals. What your portfolio includes is entirely up to you.

What Is an Effective Financial Plan?

What Is an Effective Financial Plan?

Financial planning involves customizing a strategy to fit your specific needs. There is no universal format. Instead, we create individualized plans addressing cash flow, investments, budgets, and risk assessments to develop a long-term plan accommodating personal, familial, and business goals.

An effective financial plan considers your desires for the future and the future of your estate. You can revise it at any time to reflect changes in your financial status and add services as needed.

What Services Do We Offer?

At Citizens Wealth Management Group, we offer comprehensive financial planning services based on your financial health and needs. Services we provide include:

  • Retirement planning
  • Portfolio management
  • Wealth accumulation and preservation
  • Estate planning

We can also help you develop a tax reduction strategy designed to minimize your tax burden while remaining in compliance with tax codes. For further guidance on how to build the right comprehensive financial plan for you and to schedule your consultation, call our office at (419) 358-8060 or toll-free at (800) 448-0025. You can also submit your questions using our online form.

Have a Question?

Thank you!
Oops!