Russel Wealth Planning Group

financial security and peace of mind

It’s not about what you have now, it’s about how you manage it.

We focus on helping our clients achieve financial independence for themselves and their families.We dont just conduct transactions; we build long term relationships that span generations!

We are here to help

Benjamin Franklin said that “an investment in knowledge pays the best dividends”. This is a motto that we live by at Russel Wealth Planning Group. We strive to educate our clients, so they are engaged with their progress towards their financial goals. 

We prioritize client service by giving our clients customized plans based on their unique financial objectives. Our proven track-record of expertise in Wealth, Estate and Retirement Planning is delivered promptly in plain language with no hidden fees.

Our process involves identifying goals, current financial situation, stage of life, family situation, health risks, and then building solutions that encompass these factors.

Life is not static and economic conditions change. Our servicing process is set up to maintain communication and make adjustments as circumstances change to provide independence and flexibility. 

 

Our six steps:

  1. Identify current financial situation and establish future goals
  2. Identify client’s investment profile
  3. Document clients’ current situation and action plan
  4. Agree on a schedule of implementation
  5. Monitor and report progress
  6. Update the plan as changes occur

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.