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    Retirement Planning

    When it comes to retirement, it's important to plan ahead. Our Financial Advisors can give you personalized guidance to help you understand the retirement investment options available no matter what stage you are at, so you can choose a strategy that's appropriate for you.

     

    Questions? Ask a Citizen.
    Questions? Ask a Citizen.

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    How we can help

    SpeciFi® IRAs

    Ready to invest for retirement? SpeciFi offers a simple, convenient way to invest and a range of options — from Traditional, Roth, and SEP IRAs to 401K rollovers. Informed by your retirement goals and comfort with risk, SpeciFi continually monitors and manages your portfolio to help keep you on track. And if you ever have questions, a Financial Advisor is available by phone at no additional cost. Watch a demo.

    Your Benefits

    • Low annual advisory fee
    • Financial Advisors available by phone
    • Low $2,000 investment minimum
    Learn More

    Citizens Advisory Solutions (Managed Accounts)

    If you're an individual with $50,000 or more of investable assets and prefer a professionally managed approach to investing, Managed Accounts are available to you.

    Options

    • Wrap Accounts
    • Managed Accounts
    • Unified Managed Accounts
    Learn More

    Annuities

    Annuities can help you accumulate tax-deferred retirement funds. They may provide a predictable stream of income during retirement.

    Options

    • Fixed annuity
    • Indexed annuity
    • Variable annuity
    Learn More

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    Citizens Securities, Inc. Form ADV Disclosure Brochure

    Reg.BI Disclosure

    Citizens Investment Services does not provide tax or legal advice. Please consult with a tax or legal advisor regarding your individual circumstances before making any decisions.

    Mutual Funds and Variable Annuities sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus which contains this and other information can be obtained by calling your Financial Advisor. Read it carefully before you invest.

    Securities, Insurance and Investment Advisory Services offered through Citizens Securities, Inc. (“CSI”), also referred to as Citizens Investment Services. CSI is an SEC registered investment adviser and Member - FINRA and SIPC. 770 Legacy Place, MLP240, Dedham, MA 02026. (800) 942-8300. CSI is an affiliate of Citizens Bank, N.A.  Please be aware that the security products offered are different from those offered by a bank and are subject to investment risk, including possible loss of principal amount invested.

    SpeciFi® is made available through CSI. Portfolio management services are sub-advised by SigFig Wealth Management, LLC (“SigFig”), an SEC registered investment adviser. SigFig is not an affiliate of CSI or Citizens Bank, N.A.

    Securities, Insurance Products and Advisory Services are:
    · NOT FDIC INSURED · NOT BANK GUARANTEED · MAY LOSE VALUE · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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