Retirement Planning

Elderly couple drinking coffee together on the sofa

It’s never too early—or too late—to begin planning for retirement.

If you’re just beginning your journey toward retirement, we believe long-term saving and investing should be your focus. We’ll help you map out a comprehensive retirement strategy that accounts for investments, life and health insurance, income continuity, and estate planning.

If you’re quickly approaching retirement, now is the time to consider employing investment strategies consistent with your age, retirement timeline, and risk tolerance. As retirement nears, your portfolio should optimize your existing wealth, shelter your assets from stock market volatility, and protect your livelihood through insurance.

For personalized guidance on planning for retirement, schedule a complimentary Retirement Preparation Checkup with one of our advisors.

Retirement Planning Meeting

We’re your retirement planning people.

Kevin Bucher

Kevin Bucher

Kevin Bucher co-founded Citizen Advisory Group in 2006 to help area residents map out and implement successful retirement plans. Kevin serves as Chief Financial Officer and an Investment Advisor Representative under Advisory Alpha.

Peter Samenuk

Peter Samenuk

Peter “Pete” Samenuk is a financial planner and senior account manager with Citizen Advisory Group. Pete has been with the firm since 2010 and has a passion for helping people.

The longer you put off retirement planning, the longer you put off retirement.