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The Citizens Retirement Checkup®.

To get where you're going, you need to know where you are.

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The future you hope for is shaped by the advice you get — and the steps you take — now and along the way. One of those steps is getting a Citizens Retirement Checkup. Not only will it help you see how you're tracking toward your retirement, it’s also a solid foundation for continuing conversations about all your financial goals. With our Citizens Retirement Checkup, you can:

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

No matter where you are on the retirement timeline, we can help you better prepare and truly understand what it will take to maintain the standard of living and quality of life you envision.

View Sample Report

It’s never too early (or too late) to get a Citizens Retirement Checkup®.

Dream

What does retirement look like for you?

  • Exploring the world?
  • A new hobby?
  • A second career?

We can help you see what's possible.

View Sample Report


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Citizens Securities, Inc. Form ADV Disclosure Brochure

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..

Securities, Insurance Products and Advisory Services 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.