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.
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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!