Financial Planning
You’ve worked long and hard to attain success. Where do you want to go from here? What plans and strategies are in place to help you get the most from all that you’ve achieved?
At CitizensTrust Investment Services, we can help address these questions and create a customized financial plan to get you to the future you want. We take the time to get to know you, your family, your business, and your goals.
We take pride in providing our clients with planning assistance in all aspects of their financial lives. It’s about more than the basics of retirement planning and asset allocation. It’s about taking steps to make sure you and your family are provided for, no matter what.
Our Financial Planning specialists can help you implement tools and strategies to enhance your independence and freedom.
Personal Financial Goals Planning
Life Insurance
Retirement Planning
Long-Term Care
Asset Allocation
Charitable & Gift Planning
Disability Insurance
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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