Citation-Financial offers expertise in various areas of insurance. This Valentine's Day, try putting a little love in your heart with charitable giving.
You can make a legacy gift and help your favorite charity. You have the ability to change your decision and receive a tax deduction. To really make your giving count, use life insurance to leverage your gift.
Now that the new year has begun, you have created your financial goals, you need to consider what to do next. With tax season approaching and new laws set in place, we can guide you through insurance and financial planning.