Russ helps clients reach their goals by creating and implementing personalized financial plans. Plans can include strategies to pay off or reduce costs for loans, identify and address risks that could affect plans, enhance or preserve value in an estate, reduce taxes,support savings and spending needs and provide a reliable retirement income.
Russ is a Consultant with Investors Group and has over 25 years experience helping clients with their finances.
My Team - Financial focuses on the unique needs of two specific types of client, business owners and individuals preparing to, or already retired. We focus on these types of individuals because they require and deserve a high level of specialized and coordinated service to accomplish their financial goals.