Skip to Content

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.

FinancialToolsBanner.png

Plan for Retirement

Plan for life's possibilities. Evaluate and prepare for opportunities and uncertainties that might occur in your retirement.

Retirement

Social Security

FinancialPlanningTools__PlanforRetirement_inflation_banner3.jpg

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.

Get Started with Protect Your Family

Protect Your Family

Get Started with Emergency Fund

Emergency Fund

Healthcare

Get Started with 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

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

Connect with a Financial Advisor

Let us help you achieve your financial goals.

 

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.