Citation-Financial Group - Life Insurance and Financial Planning Services

Citation-Financial delivers a customized approach specifically designed to meet your life insurance & Investment needs .

Health Insurance Plans for Individuals & Small Business
Small Group
Large Group

Get Quotes & Apply

Citation Financial delivers a customized approach specifically designed to meet your life insurance needs.

You focus on your business and let Citation-Financial Group focus on growing your wealth.

Our Services

We work directly with you to understand your current situation, immediate priorities and your ultimate objectives. After gaining insight into your particular situation, we’ll walk you through the most appropriate options to match your budget and lifestyle.

Small Business
Solutions

Individual
Solutions

Medical Professionals
Solutions

Annuities as a Pension
Solution

Life Insurance
Primer

Annuities as a Pension
Solution

Life Insurance
Primer

How much Life Insurance do you need?

Calculate How Much Life Insurance Will Cost You!

Free quote calculator.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

We’re committed to helping you reach your financial goals
today AND tomorrow.