Our Firm

Citadel Financial & Retirement Solutions LLC is a Financial Services Firm. It's President and sole shareholder, James Henson, offers securities and advisory services through Osaic Wealth, Inc. James specializes in Retirement and Estate Planning, and manages advisory portfolios for individuals, corporate and philanthropic clients. Citadel Financial & Retirement Solutions is not affiliated with Osaic Wealth, Inc. or registered as a broker dealer or investment advisor. Through its' President's association as a registered representative with Osaic Wealth, Inc., James is able to offer a full range of financial planning services to its clients. Mr. Henson has extensive experience working with high net worth individuals, philanthropic and for profit organizations.