The Russell & Company Team has dedicated their professional lives to helping retirees and aspiring retirees implement comprehensive strategies to creating and preserving wealth in volatile and uncertain times. Long before the market crash of 2008, we developed strategies to help hard-working, affluent Americans preserve their retirement savings. These strategies were based on years of investment research by Harvard, Yale, and Princeton. Investment approaches previously only available to ultra-wealthy investors (billionaires), now are available to the "millionaire next door." Since the invention of our core investment philosophy, "The Fiscal House," we've been leading innovators with a number of unique and highly effective plans including:
* Structured Income and Inheritance Planning
* Family Pension Planning with Qualified Accounts
* Wealth Conversions
* Inflation Edge Investment Strategy
Our organization has trained CPAs, attorneys, and financial advisors from across the country. These professionals who train with our team are here to learn how to do the best job possible and truly serve their communities' retired population and their families. As teachers, we've learned the importance of keeping our proprietary concepts and our plans simple, straightforward and easy to understand. Way back when, we all thought getting a better value for our money meant buying the CD at the bank with the highest rate or buying and holding "quality" stocks. Estate planning meant having a will or a basic trust. Things have come a long way since then. Although the economy is turbulent and the government has gone wild with our money, opportunities still exist.
It takes courage to face up to things like volatile markets, fast-talking financial salespeople, long-term care concerns, out-living your savings and Wall Street money traps. It might seem easier to ignore or deny it, or to just hold on, tough it out, and see where it all goes, but honestly we believe you and your family deserve better.
Our process starts with a proven set of diagnostic reviews, which we call the Complete Planning Review (CPR), to identify significant financial and family planning problems. We identify problems that at present would stop you from meeting your goals. These problems range from minor to severe.
If you're worried, unsure, unhappy, or losing sleep about what your money, your retirement, and your financial future will be; then do something about it. Pick up the phone and call us at 937-320-4733.