Transitioning to Retirement

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.

Social Security is a significant source of income for most U.S. retirees. Unfortunately, many individuals make decisions that could cost them substantial income over their lifetimes. In this two-minute video, Citizen Advisory Group’s Kevin Bucher describes two common and costly Social Security planning mistakes. Disclosure: This video is not endorsed or approved by the Social Security Office or any other Government Agency.

We’re your transitioning to retirement people.

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.

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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.

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

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770 Commerce Dr.
Perrysburg, OH 43551

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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.

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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