Grow, Preserve and Transfer Your Wealth
Financial Planning: Make the Most of Your Assets and Achieve Your Goals
Increasingly complex tax laws, boundless investment options, and the speed with which life changes leaves many people feeling like there are fewer certainties than ever before when it comes to financial planning. Navigating that uncertainty is not always easy. A clear and comprehensive plan will help you steer in the right direction when changes happen. City National can help you build that plan with sound financial advice, so you can be ready for the opportunities that lie ahead. At City National, you can benefit from insights and techniques surrounding such issues as:
- Retirement Planning
- Estate Planning
- Business Succession Planning
- Stock Options & Concentrated Holdings
The planning experience - what you can expect
Whether you want to focus on a single financial issue, such as retirement planning, or are looking to build a comprehensive financial plan, our role remains constant - giving you the right tools and advice to help you meet those needs.
A Disciplined Process. Whether we are focused on a single issue, or building a complex plan, our planners follow a disciplined, 6-step process that is designed to help you reach your goals. Learn more »
Thorough Analysis. Comprehensive analysis shows a clear picture of your current financial status. We examine issues like projected assets at retirement, future cash flow and investment allocation. This is also where we explore the different actions you might take to meet your financial goals.
Specific Recommendations. Based on our analysis, we will develop and present concrete and objective recommendations that are designed to help you meet your goals. We will walk you through each recommendation to ensure you fully understand the alternatives and can make an informed decision about your action plan.
A Breadth of Resources - The City National Advantage. City National has a breadth of resources and capabilities that can help you put your financial plans into action. Once you decide to implement your plan, an advisor can help determine which of our wealth management and banking capabilities make the most sense for your strategies.
Getting StartedTo learn more, call us at (800) 773-7100, Monday through Thursday, 6:00 a.m. to 5:30 p.m., and Friday, 6:00 a.m. to 6:00 p.m. (PT). You can also contact us online or visit one of our local City National locations.
- Are Not insured by the FDIC or any other federal government agency
- Are Not deposits of or guaranteed by a Bank or any Bank Affiliate
- May Lose Value