ATM / Branch

Español

Open an Account

https://online.citi.com /US https://online.citi.com/US 17Eg0jxJBVqWyQhfc2CUoxc/ag/sign-off N x https://online.citi.com/US/JRS/globalsearch/SearchAutoCompleteJsonP.do

Financial Planning Tools

Successful planning involves mapping a path to your goals and then following it. The personal finance tools on this page can help you decide what to do financially.

Long-Term Care

If the calculator does not load properly click here.

More Financial Planning Tools

Make Major Purchases

Purchase Goal

Experience Goal

Get Started

Pay Off Credit Cards

Get Started

Pay Off Student Loans

Get Started

Plan for Retirement

Retirement

Get Started

Social Security

Get Started

Inflation

Get Started

Retirement Fund

Get Started

Boost Your Financial Literacy

Go to Citi
Market and Planning Insights

We're Here to Help

We're here for you with professional guidance whenever you want it. We offer a wide range of wealth management services, from online trading to customized financial planning and everything in between.

If you prefer to call, you can reach us at

1-877-357-3399

TTY: 711

Connect with a Financial Advisor

Let us help you achieve your financial goals.

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 • MAY BE SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

These tools' outputs are based on certain assumptions and information you have provided. Forecasts may not be obtained and objectives may not be achieved. Your Financial Advisor is committed to helping you make the most of our tools.

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 Markets (CGMI), member . Citigroup Life Agency LLC (CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated under the common control of Citigroup

Share Your Screen With A Phone Representative

During your call, you may be asked to share your screen for a faster, more efficient experience. If you agree, the phone representative you're speaking with will give you a Service Code to enter below.

If you need assistance from a Citi representative, contact us via chat or phone

Financial Planning Tools