Transitioning to Retirement

Grandfather carrying grandson piggyback

Make sure your assets can carry you the distance.

As your retirement approaches, you must begin making critical financial decisions to help preserve your assets throughout your lifetime. Today is a perfect time to assess where you are and what you need to do to reach your financial goals.

For a personalized assessment of your retirement readiness, schedule a complimentary Retirement Transition Checkup with one of our advisors.

Client Meeting

We’re your transitioning to retirement 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.

Martin Lopez Tuero

Martin Lopez Tuero

Martin Lopez Tuero is a CFP® professional. In his role as an account manager and associate advisor, he serves as a focal point for new business and prides himself in exceeding client service expectations.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.

For help planning your retirement, schedule a complimentary review with one of our advisors.