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Living in Retirement




Congratulations!

You have made it to your destination. Your path to retirement may have been full of peaks and valleys, but now is the time to simply enjoy your life’s work and let your retirement plan go to work for you. To get the most out of your retirement, count on Citizen Advisory Group to help you:

  •  Roll over a retirement savings plan 
  • Protect wealth from unnecessary risks and taxes 
  • Create and implement a written income plan, once assets are determined
  • Structure or reallocate accounts to produce a lasting income stream 
  • Select appropriate Medicare Insurance including Medicare Supplements, Medicare Advantage, Medigap and Medicare prescription coverage 
  • Protect wealth from unexpected health care expenses through long-term care insurance 

To make sure your journey through retirement is filled with as little financial worry as possible, schedule a complimentary Retirement Navigation Consultation with one of our retirement guides.