Personal Financial Representative In Kennesaw GA

Citation Financial is a financial services firm dedicated to providing personalized solutions for individuals, small businesses, and medical professionals. We understand that each client's financial journey is unique, requiring a tailored approach that considers their specific goals, priorities, and circumstances. Our team of seasoned professionals, led by Greg Collingwood, possesses extensive experience in investment management, financial planning, and insurance.

We are committed to building lasting relationships with our clients based on trust, transparency, and a genuine desire to help them achieve their financial aspirations.

Our Services

Citation Financial offers a comprehensive range of services designed to meet the diverse needs of our clientele. Our core offerings include:

• Small Business Solutions: We understand the unique challenges faced by small businesses, and we strive to empower them with the financial resources and strategies to thrive. Our services for small businesses encompass: pension planning, business insurance, and guiding entrepreneurs towards achieving their long-term growth objectives.

• Individual Solutions: Whether you are planning for retirement, securing your family's financial future, or seeking to navigate complex financial decisions, our team of advisors is here to provide personalized guidance. We offer a range of services tailored to individual needs, including: life insurance, health insurance, estate planning, and investment management.

• Medical Professionals Solutions: Recognizing the specific financial considerations of medical professionals, we offer specialized services designed to address their unique needs. Our offerings include: pension planning, professional liability insurance, and investment strategies designed to help physicians build and preserve their wealth.

• Annuities as a Pension Solution: We understand the evolving landscape of retirement planning, and we provide comprehensive guidance on annuities as a potential component of a solid pension strategy.

• Life Insurance Primer: We offer educational resources and expert guidance on the various types of life insurance policies, helping individuals make informed decisions about protecting their loved ones and securing their financial well-being.

Our Approach

At Citation Financial, we believe in a client-centric approach that prioritizes understanding and meeting your individual needs.

We start by taking the time to listen attentively, gathering a thorough understanding of your financial situation, objectives, and risk tolerance. This personalized approach allows us to develop customized strategies that align with your unique circumstances. We are committed to providing transparent and ethical financial advice, ensuring that you are fully informed and confident in the decisions you make.