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What Will Your Retirement Look Like?
We Want to Get to Know Where You Want to Go
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.
For Robert, that meant finding the time to craft his masterpiece.
For Pam, that meant traveling the world.
For James, that meant building a nest egg for his family.
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 Planning Strategies
Our Planning Approach
Your needs are our number one priority. When you meet with one of our CFS* Advisors, 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
Check the background of this firm on FINRA’s BrokerCheck.
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.
Our CFS* Investment Team
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.
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
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.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
The pacesetters awards recognize the top revenue producing advisors at CFS from among hundreds of credit union programs.
