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Retirement Planning

When it comes to retirement, it's important to plan ahead. Our Financial Advisors can give you personalized guidance to help you understand the retirement investment options available no matter what stage you are at, so you can choose a strategy that's appropriate for you.

 

Questions? Ask a Citizen.
Questions? Ask a Citizen.

How we can help

SpeciFi® IRAs

Ready to invest for retirement? SpeciFi offers a simple, convenient way to invest and a range of options — from Traditional, Roth, and SEP IRAs to 401K rollovers. Informed by your retirement goals and comfort with risk, SpeciFi continually monitors and manages your portfolio to help keep you on track. And if you ever have questions, a Financial Advisor is available by phone at no additional cost. Watch a demo.

Your Benefits

  • Low annual advisory fee
  • Financial Advisors available by phone
  • Low $2,000 investment minimum

Citizens Advisory Solutions (Managed Accounts)

If you're an individual with $50,000 or more of investable assets and prefer a professionally managed approach to investing, Managed Accounts are available to you.

Options

  • Wrap Accounts
  • Managed Accounts
  • Unified Managed Accounts

Annuities

Annuities can help you accumulate tax-deferred retirement funds. They may provide a predictable stream of income during retirement.

Options

  • Fixed annuity
  • Indexed annuity
  • Variable annuity

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