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
  • Retirement Planning
  • Asset Allocation
  • Disability Insurance
  • Life Insurance
  • Long-Term Care
  • Charitable & Gift Planning


Contact one of our Financial Planning professionals to get started making the most of what you’ve achieved. Call us at 888.734.4222 today.


Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Citizens Business Bank and CitizensTrust Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not Insured by any Government Agency • Not a Bank Deposit

Contact Us Today 888.738.1222

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