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Wealth Management » Planning

Grow, preserve and transfer your wealth

Financial Planning: Make the Most of Your Assets and Achieve Your Goals

Increasingly complex tax laws, boundless investment options, and the speed with which life changes leaves many people feeling like there are fewer certainties than ever before when it comes to financial planning. Navigating that uncertainty is not always easy. A clear and comprehensive plan will help you steer in the right direction when changes happen. City National can help you build that plan with sound financial advice, so you can be ready for the opportunities that lie ahead. At City National, you can benefit from insights and techniques surrounding such issues as:

The planning experience - what you can expect

Whether you want to focus on a single financial issue, such as retirement planning, or are looking to build a comprehensive financial plan, our role remains constant - giving you the right tools and advice to help you meet those needs.

A Disciplined Process. Whether we are focused on a single issue, or building a complex plan, our planners follow a disciplined, 6-step process that is designed to help you reach your goals. Learn more »

Thorough Analysis. Comprehensive analysis shows a clear picture of your current financial status. We examine issues like projected assets at retirement, future cash flow and investment allocation. This is also where we explore the different actions you might take to meet your financial goals.

Specific Recommendations. Based on our analysis, we will develop and present concrete and objective recommendations that are designed to help you meet your goals. We will walk you through each recommendation to ensure you fully understand the alternatives and can make an informed decision about your action plan.

A Breadth of Resources - The City National Advantage. City National has a breadth of resources and capabilities that can help you put your financial plans into action. Once you decide to implement your plan, an advisor can help determine which of our wealth management and banking capabilities make the most sense for your strategies.

Getting Started

To learn more about how our planning professionals can help you can help you achieve your financial goals, please contact us at (800) 773-7100, Monday through Thursday 6:00 a.m. - 5:30 p.m. and Friday 6:00 a.m. - 6:00 p.m. (PT).

Investment and Insurance Products:
• Are Not insured by the FDIC or any other federal government agency
• Are Not deposits of or guaranteed by a Bank or any Bank Affiliate
• May Lose Value

City National, 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.