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Personalized Strategies at Every Stage of Life

Citi Clarity is a complimentary service that helps you develop a financial strategy unique to your situation (or fine tune the one you already have) using five steps to guide you:

  1. Define your situation and goals
  2. Prioritize your goals and concerns
  3. Develop a strategy to achieve your goals
  4. Implement your strategy
  5. Review your strategy and refocus as necessary

Start Your Personalized Strategies

To get started developing your personalized strategies, choose from two levels of financial planning with Citi Clarity:

Citi Clarity one–on–one

Interact with a Citi Personal Wealth Management Financial Advisor and, depending on your financial situation, a team of Wealth Planning Specialists, to define and prioritize your situation and goals, including retirement planning, college funding and estate planning. Ultimately, you’ll receive a customized financial plan to help you stay on track toward reaching your goals

Citi Clarity online

On your own, you can initially focus on a particular goal, such as retirement planning or college funding, by conveniently accessing our online planning tools. In just a few minutes, you’ll receive a plan that you can share with a Financial Advisor.

Talk to a Financial Advisor

A Citi Personal Wealth Management Financial Advisor will lead you through every step to provide you with a financial plan, including:

Wealth Accumulation

Evaluate your earning years, where your primary focus is on accumulating wealth and growing your savings to reach your financial goals.

Wealth Preservation

Carefully assess your risk exposure and recommend ways to help protect your family, income and assets through the use of life, disability and long–term care insurance.

Wealth Distribution and Transfer

Develop and implement strategies for drawing down retirement assets and setting up an estate plan.

INVESTMENT AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Citigroup and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

This service can include an investment advisory relationship limited solely to the preparation and delivery of a Financial Plan, a comprehensive written financial plan tailored to the client's individual financial circumstances. The advisory relationship terminates either when CGMI delivers a Financial Plan to the client or as otherwise described upon notice or information received from CGMI. Upon delivery of a Financial Plan, there is no obligation on the part of the client or CGMI to implement the Financial Plan. To learn more, see the financial planning service as described in our Citi Clarity brochure.

Citi Personal Wealth Management is a business of Citigroup , which offers investment products through Citigroup Global Markets (CGMI), member . Insurance is offered through Citigroup Life Agency LLC (CLA). In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, are affiliated companies under the common control of Citigroup Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup or its affiliates, used and registered throughout the world.

Share Your Screen With A Phone Representative

During your call, you may be asked to share your screen for a faster, more efficient experience. If you agree, the phone representative you're speaking with will give you a Service Code to enter below.

If you need assistance from a Citi representative, contact us via chat or phone

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Share Your Screen With A Phone Representative

During your call, you may be asked to share your screen for a faster, more efficient experience. If you agree, the phone representative you're speaking with will give you a Service Code to enter below.

If you need assistance from a Citi representative, contact us via chat or phone