Estate Planning & Wealth Transfer
A number of Financial Advisors at Citadel available through CFS* specialize in estate planning and wealth transfers to beneficiaries in the event of a loved one passing. We understand that life can throw you unexpected curves, but we're here to help. Our Financial Advisors will discuss with you wealth transfer strategies, offer you an estate planning service and much more.
Contact us or a complimentary consultation about our investment management options today.
What It Is
Once you have planned for retirement and invested wisely, it's time to focus on how your assets will be managed in the event of your death.
What You'll Get
Estate Planning
We’ll sit down with you and create a plan that manages your assets and helps to ensure you have everything you need to document what will happen to your wealth.
Tax-Efficient Strategies
Our Financial Advisors will focus on tax-efficient strategies, so you feel confident in your future estate allocation.
Wealth Transfer
In the event of a loved one passing, we’ll work closely with your accountants and attorneys to ensure a smooth transfer of wealth. The advisors at Citadel, available through CFS*, offer personalized wealth transfer strategies that minimize inheritance tax obligations.
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 advise, For such guidance, please consult your tax and/or legal advisor.
Are my current retirement savings sufficient?
Are my current retirement savings sufficient?
One method of retirement planning is to project what you are currently saving and have accumulated to date and see if you will have enough to meet your retirement objectives. Use this calculator to determine when/if the money will run out during retirement and it will recommend additional savings if required.
Retirement Savings and Assumptions
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Frequently Asked Questions
A living trust is a legal document created by the grantor during their lifetime and spells out your desires in regards to your assets, dependents and heirs.
The process of deciding what should happen to your assets & estate in specific situations.
We do provide wealth management strategies through our relationship with CUSO Financial Services, LP. This includes guidance on how to grow, preserve and protect your assets.
Yes we offer wealth management strategies based on our knowledge and experience of market trends and an individual's financial goals.
Wealth management combines financial planning with considerations to estate planning, tax and other financial ramifications.
Still have questions? Visit our help center.
