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
  • IRA, IRA Rollovers, Simple IRA, SEP IRA
  • Deferred Compensation
  • Defined Benefit Plans/Bonus Plans
  • Tax Deferred Annuities
  • Profit-Sharing Plans
  • Life Insurance


Build a plan to retire the way you want. Call us at 888.734.4222 to get started on your retirement planning.


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

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