We'll ask you for some basic information about where you are today and where you want to be, addressing concerns and expectations that you might have along the way.
We'll help you determine what's most important to you, separating your goals into needs, wants and wishes. We'll also help evaluate and modify your plans as your life evolves.
Your Citi Personal Wealth Management Wealth Advisor will generate a financial snapshot with the assistance of Citi Wealth Advisor. Together, we'll evaluate your Confidence Score to see how your priorities and financial situation aligns with your goals.
Once you finalize your financial plan, you can view it online in your secure digital dashboard. You can also test what–if scenarios in the PlayZone® to see how certain life changes could affect your goals.
Citi Wealth Advisor gives you the confidence to turn the unexpected into a new opportunity. As your life and financial goals evolve, you can turn to your Financial Advisor to update your plan.
Need help defining and prioritizing your situation and goals?
Citi). Not all products and services are provided by all affiliates or are available at all locations. CPB personnel are not research analysts, and the information in this Communication is not intended to constitute
research,as that term is defined by applicable regulations. to footnote reference 1
Important Information for You to Know About Our Business and Relationship With You
We are required to deliver two important disclosure documents about our business and relationship with you
• Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
• Regulation Best Interest Disclosure Statement is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.
Please review both of these important documents online at http://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200. TDD/TTY: 1-800-788-6775.
As a Citigold client and as a Citi Priority client, you can receive banking and lending services, including The Citigold Account Package, from Citibank,
Citibank), Member FDIC and Equal Housing Lender NMLS# 412915, along with financial planning and investment products as a client of Citi Personal Wealth Management, a business of Citigroup Inc. that offers investment guidance, products, and services through Citigroup Global Markets Inc. (
CGMI), member . Citigroup Life Agency LLC (
CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number OG56746). Citigold Relationship Managers are employees of Citibank and are employees and registered representatives of CGMI. Citi Priority Advisors are Citi Personal Wealth Management Financial Advisors and are employees and registered representatives of CGMI. Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.
Citigroup Inc. 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.