Why Russell Total
Wealth and Wellness?

Wealth questions we help answer:

 

  • How do I take income from my IRA or 401(k) investments?
  • Am I on the right track with my investment strategy?
  • How do I create more tax-free income in retirement?
  • How can I protect my money and still earn a reasonable return?
  • What kind of planning can I do to avoid becoming a burden on my family?

At Russell Total Wealth and Wellness, we help manage ALL aspects of your wealth so you can understand your ENTIRE financial picture. We do this by integrating three types of planning into a Total Wealth Strategy:

Retirement Planning / Investments

To weather the markets

Tax-Efficient Strategies

To keep more in your pocket

Estate and Legacy Planning

To keep more in the family

We’ve developed our Total Wealth Strategy for clients just like you — people who value tax efficiency, not running out of money, keeping your wealth in your family, and generating growth regardless of the markets.

You’ve worked hard to get to this place in life. Isn’t it time to meet with a team who’s going to work just as hard to help you preserve and grow it?

Give us a call today: 937.320.4733

Are you ready to see if your financial strategy is on the right track?

Schedule a Strategy Session Call