An investment planner provides you with a life map that helps you navigate your financial future. Our process looks at your asset allocation, current and future spending needs and your income and assists you in planning for that uncertain future.
At Russell Wealth Management we bring together our clients with nationally recognized money management companies in addition to:
- Mutual funds
- Annuities
- Taxable
- Tax-advantaged bond
Our investments process links you to a money management system that is tailored to your financial needs and risk tolerance.
At Russell Wealth Management we believe in giving our clients a complete checkup before we make any investment recommendations. This includes the investment plan, a risk tolerance analysis, a review of your tax returns* and review of your spending needs and income.
Once we determine what asset allocation is best suited for your specific needs, we will provide you with an investment plan.