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Envision your life in retirement…

It starts with a Citizens Retirement Checkup®

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

Call to schedule your Citizens Retirement Checkup1-800-242-2224

It's not just when you retire, it's how. That's why we help you build a plan that centers around your goals and the lifestyle you want later in life.

Get started in 10 minutes with a Citizens Retirement Checkup.

  • See Options - Explore "what if" scenarios.
  • Be Prepared - Stay on track with your customized report.
  • Take The Next Step - Create a full retirement plan.

Get a Citizens Retirement Checkup and stay on track

Dream

Dream

What does retirement look like for you?

  • Embracing a hobby
  • Starting a second career
  • More time with friends and family

View Sample Report

Plan

Plan

Are you on track for retirement?

  • Complimentary
  • Quick - 10 minutes or less
  • Simple - answer just 10 questions

View Sample Report

Retire

Retire

Your retirement, live your dream

  • Wealth advisors with you every step of the way
  • Life changes - we'll adjust your plan accordingly

View Sample Report


How we can help


Dedicated Wealth advisors

Your team will develop your financial plan customized for you.


Solutions to fit your needs

We can also help with your protection, investment and trust and estate planning needs.


Flexible Advice

Work with us: online, in-person, or over the phone.

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Mutual Funds and Variable Annuities sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus which contains this and other information can be obtained by calling your Financial Advisor. Read it carefully before you invest.

Securities, Insurance and Investment Advisory services offered through Citizens Securities, Inc. otherwise referred to as Citizens Investment Services. Citizens Securities, Inc. Member FINRA, SIPC. 770 Legacy Place, MLP240, Dedham, MA 02026. (800) 942-8300.

Citizens Securities, Inc. is an affiliate of Citizens Bank, N.A. and Citizens Bank of Pennsylvania.

Securities and Insurance Products are:
NOT FDIC INSURED · NOT BANK GUARANTEED · MAY LOSE VALUE · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Citizens Investment Services does not provide tax or legal advice. Please consult with a tax or legal advisor regarding your individual circumstances before making any decisions.