Financial Guidance for Life

Let a Citadel CFS* Financial Advisor help you prepare for life’s financial milestones.

Financial Guidance for Life

Your Needs Come First

Whether you’re saving for college or planning for retirement, our financial advisors can help you prepare for the life milestones that are important to you. At Citadel, our focus is on you, because we understand that your goals are unique to you and your journey. We’re committed to helping you build a financial plan for your life, so you can spend more time enjoying life moments.

Our Approach

We’ll work with you to develop a personalized financial plan to help you achieve your financial goals. Our Financial Advisors (registered through CUSO Financial Services) will share their extensive experience and knowledge to help you make financially sound decisions now and at every stage of life.

What You’ll Get


Your CFS Investment Advisor will begin by assessing your present financial situation and evaluating your probability of having sustainable income throughout retirement based on your income versus expenses.



After analyzing your finances and goals, your CFS Investment Advisor will help you understand the pros and cons of different accounts and build an investment strategy that is compatible with your timeline and level of risk tolerance.



Your CFS Investment Advisor will monitor your retirement account to help ensure that it continues to be the best fit. And when you’re ready to retire, we’ll create a plan to help you manage your retirement income.


We’re Here to Help You Get Started

We understand that talking about finances isn’t easy. Our team of advisors is here to help you get started and guide you along the way. When you work with one of our advisors, you can expect:

  • Personalized, one-on-one service
  • Accessibility to answer your questions
  • A holistic approach
  • The flexibility to do what’s best for you

Start the conversation and schedule a complimentary consultation today.

Get Started

Talk to a CFS Investment Advisor

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*Agreements and Disclosures

View *Agreements and Disclosures

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.