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Planning Services

Planning Services

Planning for Tomorrow, Today

Smith Barney's Planning Services is a collection of business units that specialize in various areas of financial planning, including retirement planning, education funding, estate planning, insurance services and charitable planning.

Personal Financial Analysis

At Smith Barney, we believe the best way to plan for the future is to assess the present as thoroughly and accurately as possible. That's why your Financial Advisor offers clients complimentary financial analysis on retirement planning, education funding, estate planning, employee stock options, retirement plan distributions, asset allocation and debt management. To learn more about Smith Barney's financial planning services, refer to our Making Plans brochure.







* Services are provided by one of the following entities: Citibank, N.A.; Citicorp Trust, NA (California); Citicorp Trust, N.A. (Florida); Citicorp Trust South Dakota; Citicorp Trust Bank, fsb; or Smith Barney Corporate Trust Company. The service providers listed above are collectively are referred to as Citigroup Trust and the entities as the "affiliated trust companies." Neither the affliated trust companies nor Citigroup nor its affliates provide tax or legal advice. Please consult your tax or legal advisors for such guidance.


Insurance products offered through SBHU Life Agency, Inc. or another insurance agency affiliate licensed in your state. www.citi.com/us/insurance.


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