Do you have a clear vision of how you want to retire and a path to get you there? Create a financial roadmap with Citi Wealth Advisor.
two thirds of Americans feel they need to improve the way they plan for their financial future.*
With our Citi Wealth Advisor planning service, you can collaborate with your dedicated team to create a complimentary personalized financial plan for what matters most to you. And once your plan is done, you can update it as your life changes.
Citi Wealth Advisor enables you to translate what matters most to you into a detailed financial roadmap.
We will ask you some personal questions about where you are today, where you want to be, and key concerns about getting there. For instance, what do you most look forward to in retirement? Are you concerned about outliving your money?
Are your goals realistic? Maybe you're trying to meet too many goals, and overlooking an important one. Is a
need really a
want? Citi Wealth Advisor will help you to prioritize what is most important to you.
Your dedicated team will help you sort through your goals such as the ones below or others specific to your unique situation.
Citi Wealth Advisor can generate a financial snapshot for you showing the confidence level of meeting your goals. You can also run different types of scenarios to see how that confidence level may change.
What are you afraid of? Understand how internal and external factors can impact your plan. We take this all into consideration so you can sleep at night.
Once your financial plan is done, you can access it in a secure environment. We're committed to protecting your privacy and ensuring the security of your information.
What-IfScenarios in a
As your life changes, you can run
what-if scenarios on your own in a
Play Zone and then go over them with your dedicated team to evaluate whether you need to update your plan.
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
*2016 Planning & Progress Study,
Assessing Financial Security, Northwestern Mutual.
Citigroupand 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.
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