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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.
Your dedicated team will help you sort through your goals such as the ones below or others specific to your unique situation.
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
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.
- This Communication is prepared by Citi Private Bank (CPB), a business of Citigroup, , which provides its clients access to a broad array of products and services available throughout Citigroup, its bank and non-bank affiliates worldwide (collectively,
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 constituteresearch,
as that term is defined by applicable regulations. to footnote reference 1
*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 . Insurance is offered through Citigroup Life Agency (). In California, CLA does business as Citigroup Life Insurance Agency, (license number 0 G 5 6 7 4 6). CGMI, 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.