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.
We 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 and Related Information for Retirement Accounts 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: 711.
Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products 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 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc.
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