Retirement Planning
Chances are your professional life has unfolded as a series of strategic choices and a lot of hard work. Now it’s time to think about what comes next.
At CitizensTrust Investment Services, we provide personalized guidance to help you take a thoughtful approach to retirement planning. By taking the time to understand your goals and assess your current financial situation, we work collaboratively to support your long-term planning. With decades of experience and a broad range of solutions, we help you develop strategies aligned with your needs for a more confident retirement.
Our Retirement Planning professionals can help you
select the best retirement strategies for your situation.
Tax Deferred Annuities
Profit-Sharing Plans
Deferred Compensation
Life Insurance
Qualified & Non-Qualified Retirement Plans
IRA, IRA Rollovers Services,
Simple IRA, SEP IRA
Defined Benefit
Plans/Bonus Plans
CitizensTrust Investment Services is a division of Citizens Business Bank, N.A.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Citizens Business Bank, N.A. and CitizensTrust Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CitizensTrust Investment Services, and may also be employees of Citizens Business Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Citizens Business Bank, N.A. or CitizensTrust Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured By FDIC or Any Other Government Agency ● Not Bank Guaranteed ● Not Bank Deposits Or Obligations ● May Lose Value |
Citizens Business Bank, N.A. provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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