October 4, 2015

Our Strategy

The most important thing we bring to our clients is a process that allows us to help clients completely understand their financial situation. We can then develop an effective approach designed to help maximize their financial potential.

Our StrategyWe all make financial decisions, but most likely each of those financial decisions have been made one at a time, at different times, with different people and under different economic circumstance. These decisions have been made without much thought of integrating them into a skillfully coordinated and efficient plan.

Without a financial model to assess, evaluate or measure each financial decision, your money may become uncoordinated, inefficient and unproductive. Citadel Wealth Management, LLC in cooperation with LEAP Systems, Inc. has implemented a model called the PS&G Model®.

The PS&G Model® is a financial model that contains all aspects of your financial life. It provides you with a full view of your financial situation categorized into three components of Protection, Savings and Growth, which makes it easier to follow and understand. You can participate in the evaluation process after you learn how easy this unique tool works. Most people wonder how they ever made their financial decisions without it and see why they are not progressing as they should.