Citi Offshore | Financial Plannings

Financial Planning

Using a comprehensive approach, we'll develop a financial plan to help you achieve the financial security you deserve.

Retirement Planning

Worrying about your retirement? We can help.
There’s a reason we call them Individual Retirement Accounts — there’s no one size fits all. And we’re committed to finding you the perfect fit. Here is a chart that breaks down the differences between the two types.

College Savings Programs

Make the dream of college a reality.
College is more expensive than ever. The average cost for tuition and fees at four-year public institutions has increased over 50% during the last 10 years. Without proper planning, your child could be burdened with loans. Help give your child a jump-start on their life by starting a college savings plan.

Gifting Strategies

Even if you're prepared, we can help.
If you have the resources to finance the dream of college for your children or grandchildren, we’ll show you how to take full advantage of the tax benefits available to you.

Charitable and Philanthropic

Leave a lasting legacy.
You’ve been successful in life. Now you want to leave a meaningful legacy. We’ll help you select a plan to fulfill your philanthropic goals, providing significant tax benefits both now and at the time of your death. We’ll always act in your best interest. Our team is required to complete ongoing training and industry-specific certifications, so you’ll always receive expert advice based on the latest trends and forecasts.

Estate Planning

Leave your loved ones more than just memories.
Citi Offshore Trust Fund has the expertise to design an estate plan that’s exactly how you want it. All while dramatically reducing estate taxes and preserving your legacy. Don’t have anyone to act as Executor or Agent of your estate? We can do that too. We’re here to help you through any changes. Even if you feel good about your plan, it's smart to have a full investment and insurance plan done every five years. You may need to add long-term care insurance, put a trust in place to protect your estate or make sure all your beneficiaries are up to date. Whatever the changes might be, we'll help you find the best solution to fit your needs and wishes.