TAX TOOL

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.rance.
Schedule An Appointment
Turning 59½? Don’t miss this crucial financial milestone! In this video, we explore the significant changes and opportunities that come with reaching age 59½. Learn about penalty-free withdrawals from retirement accounts, potential strategies to optimize your savings, and how this milestone can impact your overall financial plan. Whether you’re approaching this age or planning ahead, this video provides essential information to help you make informed decisions about your retirement and financial future. Discover how to leverage this important birthday to enhance your financial well-being.

We’re Your Transitioning To Retirement People.

Kevin Bucher, RICP®
Co-Founder

Kevin Bucher co-founded Citizen Advisory Group in 2006 to help area residents map out and implement successful retirement plans. Kevin is an Investment Advisor Representative under Advisory Alpha—a SEC Registered Investment Advisor—and he has a life and health insurance license in Ohio.

Kevin has earned the Retirement Income Certified Professional (RICP®) designation through the American College.

In college, Kevin was a varsity letter holder for the University of Toledo wrestling team, where he earned a Bachelor’s Degree in Education (Mathematics). He is a former high school math teacher in the Toledo Public School system, and he coached high school wrestling in Northwest Ohio for 15 years.

Kevin resides in Whitehouse, Ohio, with his wife, Heather, and their Goldendoodle, Zeke.

Read More
Martin Lopez Tuero, CFP® RICP®
Financial Advisor, Certified Financial Planner®

Martin Lopez Tuero is a financial advisor with Citizen Advisory Group. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Retirement Income Certified Professional® designation.

Martin specializes in comprehensive planning, helping clients navigate complex retirement decisions and assisting in areas such as investment management, tax optimization, and risk management. He is passionate about helping clients make informed choices and build long-term confidence.

Martin joined Citizen Advisory Group in 2019 after serving as a licensed broker with Charles Schwab. Prior to his career in financial services, he worked as a systems engineer for the State of Indiana. His engineering background provides him with an analytical, detail-oriented approach to solving complex challenges while keeping each client’s long-term goals at the center of every recommendation.

Martin earned a Bachelor of Science in Industrial Engineering from Purdue University in 2014. He is an investment adviser representative under Advisory Alpha and a licensed life and health insurance agent in the State of Ohio.

Originally from Argentina, Martin enjoys traveling, learning about history, watching films, playing soccer, and seeking out the world’s best roller coasters.

Read More
logo-only
Name
Title
Content