SUCCESS STARTS WITH STRATEGY
We design impactful retirement programs that lead to meaningful outcomes for all
Our Team
Citadel Plans is a specialty financial group dedicated to helping companies design and manage retirement plans that lead to meaningful outcomes for all employees. We believe that financially stable employees make a better team and support the company's overall success through financial wellness.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
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Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
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Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
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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.