Life is not a problem to be solved, but a reality to be experienced.
MAIN OFFICE
25350 Magic Mountain Parkway
Suite 300
Valencia, CA 91355
info@citrinefinancialsolutions.com
Toll-Free: (888) 350-1535
Fax: (877) 523-8130
Mon-Fri: 8:00 a.m. – 5:00 p.m.
Sat-Sun: By Appointment
OUR PROCESS
Three Easy Steps
Fill out the form below to schedule a meeting with us!
DISCOVER
During this meeting, we will get to know who you are and what you want out of retirement.
EVALUATE
We’ll examine your current financial situation and determine your retirement needs.
PLAN
Receive a custom strategy to help you reach your unique retirement goals.
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