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.