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Personalize Your Financial Plan With Citi Wealth Advisor

Do You Have a Financial Roadmap?

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.*

There Is No One–Size–Fits–All Solution

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.

We Make It Personal

Citi Wealth Advisor enables you to translate what matters most to you into a detailed financial roadmap.

Your Expectations and Concerns

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?

Exploring Your Needs, Wants and Wishes

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.

Confidently Create a Flexible Financial Roadmap

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.

Consider Internal and External Factors

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.

Access Your Financial Plan in a Secure Environment

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.

Run What-If Scenarios in a Play Zone

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.

Contact a Citi Personal Wealth Management Financial Advisor

Need help defining and prioritizing your situation and goals?

Find an advisor

1-877-357-3399

TDD/TTY1-800-788-6775

Financial advisors are available Monday to Friday: 9 AM to 7 PM ET.Investment Services are available Monday to Friday: 8 AM to 9 PM ET and Saturday: 9 AM to 7 PM ET.

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

*2016 Planning & Progress Study, Assessing Financial Security, Northwestern Mutual.

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.

Citi Personal Wealth Management is a business of Citigroup , which offers investment products through Citigroup Global Markets (“CGMI”), member . Citigroup Life Agency LLC (“”) offers insurance products. In California, does business as Citigroup Life Insurance Agency, (license number 0 G 5 6 7 4 6). Citibank, CGMI, and are affiliated companies under the common control of Citigroup

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Personalize Your Financial Plan With Citi Wealth Advisor

Do You Have a Financial Roadmap?

There Is No One–Size–Fits–All Solution

We Make It Personal

Your Expectations and Concerns

Exploring Your Needs, Wants and Wishes

Confidently Create a Flexible Financial Roadmap

Consider Internal and External Factors

Access Your Financial Plan in a Secure Environment

Run What-If Scenarios in a Play Zone

Contact a Citi Personal Wealth Management Financial Advisor

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