Plan for your future and reach your goals

Goals and Planning

Plan for Retirement

What do you want your retirement to look like? Let us help create a plan that is right for you

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Develop a Wealth Plan

Creating a financial plan is important and complex. Create a plan to meet your goals

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Save for College

Find out about the different college savings options available, including traditional college savings plans and customized investment portfolios

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Giving Back

Our team of philanthropic advisors can introduce you to an array of giving options and help you maximize your contribution

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Plan for Long Term Care Needs

Unexpected medical expenses happen. Create a plan for future health care costs

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Develop a Transition Plan

Develop a transition plan to maximize your business financial position and minimize risk

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Establish a Legacy

Ensure and protect your legacy

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Learn how First Citizens can help you build an effective Wealth Plan.

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1.855.329.3258

Learn more about our financial planning tool

Resource to help with financial planning and wealth management

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Use our Calculators

Access tools to help plan for your future

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Locations

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