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Retirement Planning

It is never too late, or too soon, to begin planning for your retirement. We'll help create a flexible plan that allows you to retire how you want, when you want.

You won't know without a plan.

How much should I be saving every month? Am I taking enough risk? Am I taking too much risk? Is my savings rate too low? Together, we'll answer the tough questions so you can properly prepare for the retirement you've always envisioned.

Team-based planning.

A successful retirement plan requires coordination from all areas of your financial life. We'll evaluate your unique situation and engage banking, credit, wealth, trust and investment specialists from across the bank to devise a thoughtful strategy.

Identifying needs — not products.

None of what we do is fee-based. We use an intelligent, goals-based system to delve into your retirement needs and create cash flow analyses and retirement plan projections to model your plan.

Your retirement is a shared responsibility.

At City National, your retirement plan is a shared responsibility between you and us. Together, we will identify your needs and plan for them in a systematic and disciplined way. We're equally invested in your future.

Let's talk about your plan.

There's more to our plan.

As a City National client, your Relationship Manager will facilitate a comprehensive planning experience, leveraging tools and expertise that outperform the competition.

Intelligent Retirement Tools

Modern digital tools allow us to more accurately define your goals, plan for specific scenarios, make future projections and more.



A Single Point of Contact

While we leverage bankwide expertise to model your plan, your Relationship Manager will coordinate it all, serving as your single point of contact.


Business Succesion Expertise

As a personal and business bank, we are well-versed in business continuity and succession strategies to complement your retirement plan.


Does Your Family Have A Succession Plan? Tips for Maintaining Family Harmony

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.




The 6 Dimensions of Wealth to Use When Creating Your Family Legacy

Traditional estate planning tends to focus on trusts and tax laws – the mechanics of wealth transfer. For your family to sustain its wealth through several generations, it can help to clarify what your wealth means to you, including the non-financial dimensions.

How to Downsize in a Way that Benefits You and Your Children

For many retirees and pre-retirees, the most common choice when downsizing is to sell their property, but there's much more to consider when making this decision, especially if your home represents a significant portion of your wealth.


Start planning now.

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Cover every angle of your wealth.

Create an integrated wealth plan so that every piece of your financial plan is working in harmony toward a common goal.

City National, as a matter of policy, does not give tax, accounting, regulatory, or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.