Financial Planning

You’ve worked long and hard to attain success. Where do you want to go from here? What protections are in place to make sure 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.

Let our Financial Planning specialists help you put the suitable tools and strategies in place to work toward maximizing security and freedom:

Personal Financial Goals Planning

Life Insurance

Retirement Planning

Long-Term Care

Asset Allocation

Charitable & Gift Planning

Disability Insurance

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 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. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Citizens Business Bank 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

Your Bank (“Citizens Business Bank”) 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.

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