Home > Insights and Tools > Financial Tools
Financial Planning Tools
Successful planning involves mapping a path to your goals and then following it. The personal finance tools on this page can help you decide what to do financially.
Plan for Retirement
Plan for life's possibilities. Evaluate and prepare for opportunities and uncertainties that might occur in your retirement.
Retirement
Social Security
Inflation
Retirement Fund
Prepare for the Unexpected
Whether it's losing your job, making a major car repair, or suddenly experiencing health issues, be ready for whatever comes your way.
Protect Your Family
Emergency Fund
Healthcare
Long-Term Care
Protected Income
Make Major Purchases
Are you saving enough for a major purchase - a special vacation, car purchase, or wedding?
And can you reduce credit card or student loan debt to free up more of your budget?
Purchase Goal
Experience Goal
Pay Off Credit Cards
Pay Off Student Loans
Boost Your Financial Literacy
Go to Citi
Market and Planning Insights
We're Here to Help
We're here for you with professional guidance whenever you want it. We offer a wide range of wealth management services, from online trading to customized financial planning and everything in between.
If you prefer to call, you can reach us at
INVESTMENT AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • MAY BE SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED
Important Information for You to Know About Our Business and Relationship With You
We are required to deliver two important disclosure documents about our business and relationship with you
• Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
• Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.
Please review both of these important documents online at http://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200. TDD/TTY: 711.
These tools' outputs are based on certain assumptions and information you have provided. Forecasts may not be obtained and objectives may not be achieved. Your Financial Advisor is committed to helping you make the most of our tools.
Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Markets Inc. (CGMI), member SIPC. Citigroup Life Agency LLC (CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated under the common control of Citigroup Inc.
©2024 Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.