<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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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.

AI Tools Changing Retiree Entrepreneurship

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
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Your DNA Test

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.
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The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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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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