October 11, 2015

START the G.I.V.E. Process

The G.I.V.E. Strategy is focused on securing your retirement and protecting your estate for your heirs — all while helping others through your favorite charities.

Step 1 – Initial Evaluation

Contact us today and we’ll begin with a brief questionnaire to determine whether you are a candidate who may benefit from the GIVE suite of financial strategies. After a brief review of your present financial position, we’ll be able to identify strategies which benefit you best.

Step 2 – We Help Coordinate Everything

Once you decide that you are a good candidate who can benefit from working with the G.I.V.E. Alliance, that’s it! The GIVE strategies can be implemented as a turn-key solution. Simply put, we handle everything that needs to be done for you! We’ve carefully assemble all the components through an exhaustive 56-point checklist designed to ensure that you’re covered every step of the way as we implement the G.I.V.E. Strategies for you.

Step 3 – You’re Still In Control

Trust and reliability is everything, which is why Citadel Wealth Management has pre-screened a team of skilled estate planning attorneys, accountants and trustees renowned for their insight, expertise and reasonable fees. But, since this is your money and your future — we like to remain flexible. If you already have professionals you use and trust, no problem we are always looking for local professionals to work with.

Its better to GIVE and receive