Russell & Company Information

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 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.