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About Us

Our Primary Purpose

Our Primary Purpose

Citadel Plans is a consultancy group dedicated to helping companies design and manage retirement plans that are meaningful for all employees. We believe that inspired employees make a better team in supporting the company's goals.

We also help individuals by developing financial strategies that give them the resources to do the things in life that are important to them. We have developed & refined a process that puts all the pieces of the financial puzzle together.

We have offices in Los Angeles and Phoenix, and affiliate offices throughout the U.S.

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