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702 Lone Pine Loop Fuquay-Varina, NC 27526

(984) 600-1002
brenan.volpe@lpl.com
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No One Should Have To Navigate Their Financial Journey Without a Guide

Fortify Your Future

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<strong>About Us</strong>

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.

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  • Our Team

    With our knowledge and your goals, a sound financial strategy is more attainable than you might think.

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  • Our Services

    Comprehensive financial planning is a continuous process that begins with one simple question: “What is important to you?”

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  • Our Technology

    View our technological partners.

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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.”

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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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.

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
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Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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Can I Refinance My Mortgage?

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.
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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.

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