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Benjamin Franklin said that “an investment in knowledge pays the best dividends” and this is the motto we live by at Russel Wealth Planning Group. We strive to educate our clients to make sure they are engaged in the process of reaching their financial goals.

With our proven track-record in Wealth, Estate, and Retirement Planning, our expertise is delivered in plain language with no hidden fees. We give each of our clients tailored advice and customized plans based on their own financial objectives.  In order to create a personalized plan, we identify future goals, assess current financial and familial situations, along with stage in life and health risks. We then build solutions that encompass these factors ensuring the most effective strategy to attain your goals. 

The only constant is change, and this applies to both life and the economy. Circumstances change, and in order to support our clients, our services are set up to maintain constant communication between our clients and our team.

 

 Our six steps:

 

six steps

We partner with the right organizations

Our strategic alliances, with major financial institutions, ensure that your money and your plan will take you where you want to go. We partner with these well known institutions to make sure your money works hard for you. We have over 50 years of experience working with rock-solid banks, investment firms and insurance companies.