Check the background of this financial professional on FINRA's BrokerCheck.


Learn how we can help you plan for your future.



Planning for Individuals:

• Investment Advisory Services
• Personal Financial Planning
• Advanced Social Security Strategies Planning
• Retirement and Retirement Income Planning
• College Education Planning
• Estate Planning and Wealth Transfer




Planning for the Pre-Retiree:

• We will help answer the question: Am I Prepared to Retire?
• Positioning Retirement Assets to Create a Reliable Income Stream
• Pre-retirement Analysis of Social Security Options
• Overall Medicare/Healthcare Expense Analysis
• Tax Reduction Strategies




Planning for Small Business Owners:


• 401k Plans and Other Corporate Retirement Options
• Key Person Plans - Including Insurance & Defined Benefit Plans
• Deferred Compensation Plans
• Supplemental Employer Retirement Plans
• Develop Buy/Sell Agreements



 
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 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.

For specific tax advice please consult a qualified tax professional.
 


Check the background of this financial professional on FINRA's BrokerCheck.