Retirement Planning

Overview
Why City National?

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 retirement 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.

We use an intelligent, goals-based system to delve into your retirement needs and model your plan. Find out where you stand today, whether you're on track to reach your long-term retirement goals, and what you need to do to get there.

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.

There’s more to our plan.

As a City National client, your Relationship Manager will facilitate a comprehensive retirement planning experience.

Intelligent Retirement Tools

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

A Team of Advisors

Our planning process leverages bankwide expertise to bring the full breadth and scope of City National's specialized knowledge and resources.

Personalized Retirement Planning

Whether you're self-employed or have an employer-sponsored retirement plan, we'll work with you to build a tailored financial strategy.

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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.

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