YOUR RETIREMENT JOURNEY BEGINS
HERE.

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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In the News

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!

Market Review

Nov 13, 2018

Pushing Through

Nov 13, 2018

The S&P 500 nearly lost 10% between September 20th and October 29th. At its worst moment, year-to-date gains flipped from being positive to being negative.

Nov 13, 2018

Oct 9, 2018

Global Divide

Oct 9, 2018

US and international stock market divergence certainly has investors wondering about US stocks.

Oct 9, 2018

Sep 12, 2018

A Matador's Market

Sep 12, 2018

In the backdrop for US stock performance has been another quarter of excellent profit growth.

Sep 12, 2018

Aug 7, 2018

Real Growth

Aug 7, 2018

Now, the US economy is being described as having the best of many worlds. Real growth has gained altitude while inflationary trends are fairly stable.

Aug 7, 2018

Jul 9, 2018

Inflation in the Wind

Jul 9, 2018

The Federal Reserve Bank has been primarily focused on containing inflation, but now they may have to get ahead of it.

Jul 9, 2018

Jun 12, 2018

The Italian Job

Jun 12, 2018

Italian bond yields rose swiftly to multi-year new highs when the Italian president refused to swear in a trained economist and Eurosceptic as Italy’s next finance minister.

Jun 12, 2018

May 9, 2018

Taking the Pulse

May 9, 2018

In a deliberate attempt to get ahead of the inflationary curve, the US central bank and fixed-income market participants are causing US interest rates to rise.

May 9, 2018

Apr 10, 2018

Trade Games

Apr 10, 2018

The growing trade deficit of the US has come under increased scrutiny as of late. Notably, the trade deficit now runs around $653 billion annually and continues to grow.

Apr 10, 2018

Mar 8, 2018

Market Volatility's Come Back

Mar 8, 2018

US stock and bond market volatility was further impacted by a temporary government shutdown and fears of a weak auction as the US Treasury rushed to roll-over short-term bills and notes.

Mar 8, 2018