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Plan for Retirement Today
Retirement Planning
At Citadel Credit Union, we understand the road to retirement is different for everyone. Our award-winning team of CFS Financial Advisors will help you build a personalized retirement plan that’s unique to your situation, lifestyle, and goals.
Let’s start the conversation.
As our valued member, you receive a complimentary consultation, including:
- Retirement Income Preparation
- Social Security & Medicare Review
- Investment Management
- Legacy & Estate Mapping
Our Planning Approach
Your needs are our number one priority. When you meet with one of our retirement planning specialists, we will start by discussing your current financial situation and goals to determine the best course of action, whether you are currently preparing for retirement or it’s a long way off.
What It Is
Our CFS Financial Advisors will look at your unique circumstances — income, expenses, and goals — to help you create a personalized blueprint for mapping out your retirement needs.
- Personalized, one-on-one service
- Accessibility to answer your questions
- A holistic approach
- Flexibility to do what’s best for you
What You'll Get
Analysis
Your CFS Financial 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.
Implementation
After analyzing your finances and goals, your CFS Financial 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.
Monitoring
Your CFS Financial 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.
Why Choose Citadel?
Citadel is a not-for-profit credit union that exists to serve the people, businesses, and neighborhoods of Greater Philadelphia, so they can prosper. We provide our members with all things banking, plus the educational resources and guidance to build and maintain financial security.
Here’s why you should join us:
Better rates & low (or no!) fees
No tricks or hidden selling tactics
Personalized banking experiences, online & in-person
Open to anyone who lives or spends time in Southeast PA
All you need to do is open a $5 savings account to join
Our Investment Team
Chat Face-to-Face With Citadel Video Connect
Citadel's Video Specialists are just a few clicks away with Video Connect. Skip the trip to the branch office and video chat safely and securely from your preferred location. Learn More.
On your laptop, desktop, or mobile device, our Video Specialists can help you complete almost any banking-related task:
✔ Open a new account
✔ Add a product to a current account
✔ Apply for a loan
✔ Talk to a business banking expert
Find an ATM or Branch Near You
Contact our team to start your retirement planning journey today!
Get Started*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. The CFS advisors and investment program at Citadel have received numerous proprietary awards from CUSO Financial Services, LP based on sales and/or assets under management.
