Living in Retirement

Retired couple hiking in woods

The path to retirement often includes peaks and valleys, but now that you’re here, it’s time to enjoy life and put your planning to work for you.

Whether it’s rolling over a retirement savings plan, protecting your wealth from unnecessary risks and taxes, providing for long-term care expenses, or structuring a program to produce lasting income, we’re here to help you get the most out of retirement.

We’ll also assist you in selecting appropriate Medicare options, including Medicare supplements, Medicare Advantage, Medigap, and Medicare prescription coverage.

To ensure a retirement journey with minimal financial worry, schedule a complimentary Retirement Navigation Consultation with one of our advisors.

Meeting with clients

We’re your getting the most out of retirement people.

Jordan Beach

Jordan Beach

Jordan Beach serves as the Director of Client Relations and Events for Citizen Advisory Group. She ensures that clients and team members have everything needed for all events and workshops.

Sarah Bucher

Sarah Bucher

As Citizen Advisory Group’s Chief eXperience Officer, Sarah Bucher leads the family business in helping clients have the best experience possible through their retirement journey.

We recognize how important it is to enjoy a healthy, happy, and fulfilling lifestyle throughout retirement. So we created Retire Well, a comprehensive wellness program designed to improve your overall well-being.