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 can help you take the same care in planning your retirement as you took building your business career. By taking the time to get to know you personally, uncovering your unique hopes for retirement, and objectively assessing your current situation, we can help set you up for retirement success. We bring decades of experience to the table to help you put individualized plans in place.

Our Retirement Planning professionals can help you select the best retirement strategies for your situation:

Qualified & Non-Qualified Retirement Plans

Tax Deferred Annuities

IRA, IRA Rollovers, Simple IRA, SEP IRA

Profit-Sharing Plans

Deferred Compensation

Life Insurance

Defined Benefit Plans/Bonus Plans

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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