YOUR RETIREMENT JOURNEY BEGINS
HERE.

 
Journey.png
 

Citizen Advisory Group is a comprehensive financial services firm that helps Northwest Ohio’s soon to be retired and retired residents effectively plan for and prepare for life’s greatest journey.


 

As your retirement guides, allow our team to help you:

 

Protect and preserve your retirement savings and investments

Create an income plan
for retirement

Structure health care medical
coverage through medicare

 

Develop and implement an
estate plan

Plan for long-term care
medical needs

 
 

In today’s new and challenging economic environment, you must not only save and invest strategically in order to retire, but you must also take distributions from your accounts during retirement in the most efficient manner as well. Count on us as your retirement guides to help you get to and through your golden years.

 
 

Helpful Insights

 

Monthly Market Review

Access our monthly Market Review commentary which provides a simple, easy-to-understand assessment of the economy and financial markets. Do you have specific questions? Feel free to send us a message!