Living in Retirement

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.

The 2019 Secure Act changed the age at which individuals must begin withdrawing funds from their pre-tax retirement accounts—such as IRAs and 401(k)s—from 70½ to 72. In this two-minute video, Citizen Advisory Group’s Kevin Bucher explains that failure to begin withdrawals on time can result in steep penalties on top of ordinary taxes due on distributions. While tax and legal issues may be discussed in the general course of financial and investment planning, Advisory Alpha and Citizen Advisory Group do not provide tax or legal services. Please consult with your tax or legal professional prior to making decisions relative to these issues.

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

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.

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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.

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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.

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770 Commerce Dr.
Perrysburg, OH 43551

Contact Us

Phone: 419.872.0204
Fax: 866.381.1373

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Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting and Education services offered through Citizen Advisory Group. Property and Casualty Insurance services offered through Foresight Insurance, LLC. Advisory Alpha, LLC, Citizen Advisory Group and Foresight Insurance, LLC are separate entities. 2023 Citizen Advisory Group LLC. All Rights Reserved.

Full Disclosure

Firm ADV & Form CRS

Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Citizen Advisory Group. Citizen Advisory Group is a separate and unaffiliated entity from Advisory Alpha.

Full Disclosure

Firm ADV & Form CRS