civitas
[siv-i-tas; Latin kee-wi-tahs]:

Citizenship, especially as imparting shared responsibility,
a common purpose, and sense of community

 
about-02.png

Together, we’ll make the most of your financial future.

 

 

Our plans address:

Retirement Income Planning

cash flow planning


Investment Management

Investment Management

icons-03.png

business exit strategies

Long-Term Care

trust & estate protection

Tax Planning

tax planning

Giving

Giving

 

Committed to developing long-term partnerships,

Civitas builds customized recommendations around a structured process to create clear and realistic paths forward for individuals and small business owners.

 
Retirement Planning, Retirement Planner

Get familiar with the process

rawpixel-423658-unsplash.jpg

Schedule an initial consultation

 
civitas-01.png