Citizens Investment Services Home
Citizens Investment Services Home
  • Home
  • About 
    • Meet the Team
    • Citizens Bank
  • Personal 
    • Investment Management
    • Retirement Planning
    • Education Planning
  • Business
  • LPL 
    • About LPL Financial
    • LPL By The Numbers
    • Market Outlooks
  • LPL Login
  • Schedule a Call

Rightsizing for Retirement

What does your home really cost?

Have A Question About This Topic?

Thank you! Oops!

Related Content

Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Making Sense of HSAs and FSAs

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

Contact

Office: 262-363-6571

W236 S7050 Big Bend Drive

Big Bend, WI 53103

matthew.a.keen@lpl.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

 Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA & SIPC).

Insurance products are offered through LPL or its licensed affiliates. Citizens Bank and Citizens Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Citizens Investment Services, and may also be employees of Citizens Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Citizens Bank or Citizens Investment Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency

Not FDIC/NCUA InsuredNot Bank/Credit Union GuaranteedMay Lose ValueNot Guaranteed by Any Government AgencyNot a Bank/Credit Union Deposit

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, FL, IL, MI, MN, MT, OH, UT, WA, and WI.


Your Bank (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visithttps://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.