No One Should Have To Navigate Their Financial Journey Without a Guide
Fortify Your Future

About Us
As an independent advisor, your best interest is our only concern. Being independent as opposed to captive allows us to work with many different companies to implement the solution that best fits your needs instead of trying to fit your needs into limited solutions. Each of our clients has their own unique goals and situations and maintaining our independence provides us the flexibility to help implement the solutions you need.
- Our Mission
Our mission is to cultivate a lasting partnership through all of life’s stages to fully address your specific financial needs. We want to form a true and lasting alliance where your goals become our goals and we work together to build a life of fulfillment and security now and in the future.
- Our Team
With our knowledge and your goals, a sound financial strategy is more attainable than you might think.
- Our Services
Comprehensive financial planning is a continuous process that begins with one simple question: “What is important to you?”
- Our Technology
View our technological partners.
“We believe in our fiduciary responsibility to guide our clients, always serving their best interests, and not our own.”

Once Upon a Goal

Behavioral Finance

The Cycle of Investing
Who We Are
Citadel Financial Planning was born from the belief that nobody should have to navigate their financial journey without a guide. Our mission is to help each of our clients discover the value of financial planning by providing a collaborative, customized, and thought-provoking experience as we work together to help you build a life of fulfillment now and in the future.
Trust
- We choose what is best for our clients, not what is best for the advisor
- Our goal is to give unbiased, factual recommendations
- We continuously educate ourselves to be able to provide the most up-to-date investment and financial advice possible.
Innovation
- We incorporate industry-leading technology and resources into the investment, planning, and client decision-making process
- We take a holistic approach looking at client financial virtues, behaviors, and blind spots - "Going Beyond the Numbers"
Empowerment
- You have access to our knowledge and education, so you feel capable of making the decisions for your financial future
- We are approachable so clients feel comfortable asking any questions and sharing any financial fears
- We work together to gain a clear picture of where you are now and chart a path forward
- We celebrate client progress and habits for financial success
Collaboration
- We provide two-way accessibility where we pro-actively reach out to you, and you have unlimited access to us for all your questions and decision-making
- We merge your goals with our knowledge to build your financial security
- We connect to the why behind your goals
Knowledge Leads to Financial Freedom
From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Your DNA Test

Retirement Plan Choices for Small Businesses

What is the Value of Your Business?
Take Charge of Your 401(k)
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.
Have a question?
We're happy to address any concerns or questions you may have, even if you're not a current client. One of our staff will reach out soon to help answer any concerns or questions.