Everyone needs a plan for the assets they have accumulated through life, and Citadel Wealth Management can help you create that plan without breaking your budget. Get an exclusive 20% discount on any estate plan from Trust & Will when you use our exclusive link – just for being a Citadel member.

*Cetera Investment Services LLC exclusively provides investment products and services through its representatives. Although Cetera nor Citadel Wealth Management do not provide tax or legal advice, or supervise tax, accounting or legal services. This information is not intended as tax or legal advice.

When you're ready to start building a plan for your family's future, our Financial Advisors can help. We focus on legacy planning, estate planning strategies, and wealth transfers to beneficiaries in the event of a loved one passing. Even when life throws you unexpected curves, we can talk you through tax-efficient strategies, identifying beneficiaries, and outlining your family goals and wishes.

We'll also work closely with your accountants and attorneys (or we can recommend a local resource) to ensure a smooth transition at every stage of estate planning and distribution. Once you’re ready to have legal documents drawn up, we'll hand off your information to your estate attorney. That way, you can spend less time (and money) recounting your information to the attorney and get right to establishing the proper paperwork.

• Only 45% of Americans over 55 years of age have a will. ** 
• More than 1 in 3 people without a will say they don’t believe they have enough to leave behind. **
• 34% of Americans ages 35-54 have never discussed legacy planning with anyone. ** 

**According to a 2023 Wills and Estate Planning Study by Carring.com