Planning Services

• Education Planning
  • Education Savings Accounts
  • College Savings Plans
  • Custodial Accounts
• Retirement Planning
  • Saving for Retirement
  • Living Your Retirement
  • Products & Account Types
• Estate Planning
• Insurance Services
  • General Life Insurance
  • Insurance Review
  • Variable Universal Life
  • Long Term Care
• Citi Trust
  • Six Tough Questions
  • Advantages of Trustees

Although most people know the importance of retirement planning, not enough of us actually do it. In fact, 65% of high net worth investors don't have a formal retirement plan*.

We know that retirement planning isn't just about rolling over a 401(k) and investing in mutual funds; it's about making sure you can live the life you envision.

Financial Advisors not only bring a wealth of retirement resources and expertise, but a comprehensive approach to knowing you and how you want to live. Whether you are planning for your own retirement or you're a business owner providing retirement benefits for your employees, we can help.

Call your Financial Advisor to find out how much is enough for your retirement.

Saving for Retirement

Create a retirement strategy with your Financial Advisor that focuses on uncovering your short, intermediate and long term goals and maximizes your potential to realize your retirement dreams.

How much is enough to meet your baseline living expenses? How much is enough to buy the lake house, educate your grandchildren, learn French? And just as important, how much is enough to pay for healthcare, support an aging parent, and meet other unexpected costs? Your Financial Advisor can help you to figure out how much you'll need to lead the life you want.

Living Your Retirement

Whether your retirement plans include travel, charity or a second career, your Financial Advisor can help manage your income plan, maximizing tax-efficiency and generating the cash flow you need to pursue your retirement vision.

Planning for Your Business

Starting and maintaining a retirement plan for your business can benefit you and your company, no matter if you're self-employed or a business owner with 100 employees. Establishing a retirement plan for your business can be easier than you think with the resources available through your Financial Advisor.