Retirement Planning

We offer comprehensive retirement planning. Whether this is for the young adult just starting their career, or for the couple retiring next month, we are here to help. With a variety of planning options available through our broker/dealer, you can know that you are on the right track. We'll work with you to create a comprehensive plan, from accumulation to distributions, keeping your retirement goals in mind at all times.

If you have any questions, or would like more information on planning your retirement, contact Wes Alred, our financial advisor. He is happy to help!


Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licenses affiliates.

The investment products sold through LPL Financial are not insured Citizens Bank & Trust deposits and are not FDIC insured. These products are not obligations of Citizens Bank & Trust and are not endorsed, recommended or guaranteed by Citizens Bank & Trust or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible