Talk with us:
After his previous bank loss of a large percentage of his retirement money, a friend suggested that Fred Roberts meet with City National. “City National gave me incredibly detailed and focused answers to
my questions. I was enormously impressed and I knew immediately that I had come to the right place.”
At City National our disciplined planning process includes reviewing your current investment strategies and assessing your degree of risk tolerance. Using this information, we develop recommendations for a diversified, well-balanced portfolio.
We help clients like Fred Roberts realize their dreams. “City National rescued my retirement. They gave me the wherewithal to go off and do what I really love, which is photography.”
Tax and financial planning is about making the most of your assets. Whether you want to focus on retirement or develop a comprehensive financial plan, your Private Client Services team will develop a strategy to help you reach your particular goals.
We also analyze your future cash flow needs to protect your current and future lifestyle. We develop or create financial planning strategies that are right for your goals and your changing needs.
Working directly with you and with your existing team of attorneys, accountants and insurance advisors, we can help with:
Contact a Private Client Advisor today at (800) 773-7100 Monday through Friday 8:00 a.m. - 5:30 p.m. (PT).
City National Bank, as a matter of policy, does not give tax, accounting, regulatory or legal advice. The effectiveness of the strategies presented in this document will depend on the unique characteristics of your situation and on a number of complex factors. Rules in the areas of law, tax and accounting are subject to change and open to varying interpretations. The strategies presented in this document were not intended to be used, and cannot be used for the purpose of avoiding any tax penalties that may be imposed. The strategies were not written to support the promotion or marketing to another person any transaction or matter addressed. Before implementation, you should consult with your other advisors on the tax, accounting and legal implications of the proposed strategies based on your particular circumstances. Private Client Services and strategies discussed or attributed to City National in this brochure were provided and are available through City National Bank, Wealth Management Division, or through one of City National's affiliated companies, including Convergent Capital Management, LLC. Past performance does not assure future results.