145 S. Main Street,
No One Should Have To Navigate Their Financial Journey Without a Guide
Fortify Your Future
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 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.
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With our knowledge and your goals, a sound financial strategy is more attainable than you might think.
Comprehensive financial planning is a continuous process that begins with one simple question: “What is important to you?”
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“We believe that nobody should have to navigate their financial journey without a guide.”
“We believe in our fiduciary responsibility to guide our clients, always serving their best interests, and not our own.”
“We believe customized financial planning should be accessible to more than the ultra-wealthy.”
“We believe the solution to financial stress and costly emotional decisions is financial organization, having a customized financial plan, and keeping a long-term focus on your goals.”
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.
From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.
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.
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.