Citizen Advisory Group is a comprehensive financial services provider that helps pre-retirees and retirees prepare for and navigate retirement. They offer services such as retirement income planning, estate planning, investments, tax planning, healthcare planning, and property and casualty insurance[1][2][3]. Their target audience is primarily individuals nearing or in retirement. The company's unique selling proposition is its holistic approach, combining financial planning with social and wellness components to foster community engagement among clients, emphasizing that freedom is not just about financial numbers but enjoying life fully[2].