Most Americans do not know what they will need and what it will take for them to reach their retirement goals. To properly plan for retirement you need to have a complete picture of exactly where you are at, and a path to get you where you want to go.
At Citadel Financial our consultants take the time to meet with you in person. We bring the personal touch to personal finance by identifying and clarifying your needs. In understanding you, we can better understand your goals and then help you achieve them.
Press Contact Us to receive a call from a member of our team, and take the first step towards personal financial independence.
MEET THE TEAM
Our multifaceted team brings extensive and diverse experience, with each member possessing a unique skillset and background that provides holistic, collective support.
President, Author, Retirement Income Planner,
Serving Clients in Arizona
Kevin has been in the financial services industry for over 15 years. During his career he has been able to work for financial institutions directly and now, as a broker. This experience gives him a different perspective on the financial services industry as a whole. Kevin is a registered Wealth Preservation Consultant with American Tax Solutions. He is the author of the book "A.P.R.V. Armored Personal Retirement Vehicle." He lives in Queen Creek, Arizona with his wife and 5 children.
Retirement Income Planner,
Serving Clients in Idaho
Daron has been with the Citadel team for over two years. From establishing automation to our internal processes to managing all of our social media, he allows us to be able to remain engaged with clients. This helps us provide our clients with the personal attention that they deserve while taking care of their finances. Daron dedicates himself well to his work and is always willing to help those around him. Daron studies business administration at BYU Idaho and enjoys playing basketball.