Russell & Company
3174 Presidential Drive
Fairborn, OH 45324
Across from Wright State University on Presidential Dr.,
Map and Directions
3805 Edwards Rd Suite 550
Cincinnati, OH 45209
Map and Directions
Toll Free: 800-392-4378
Welcome to a Revolution in Retirement Planning
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 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 HouseTM, 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.
Through an exclusive, strategic partnership, our firm has access to two of the top selling Fixed Index Annuity products in the market – not available through the majority of the nation’s financial professionals. For more information on these competitive offerings, click below!
Rob Russell offers advisory services through Centum Capital Advisor, LLC. Russell & Company offers securities through Kalos Capital, Inc., Member FINRA, SIPC. Investment Advisory Services offered through Kalos Management, Inc., 3780 Mansell Rd. Suite 150, Alpharetta, GA 30022, (678) 356-1100. Russell & Company is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc. Neither Kalos Capital, Inc. or Kalos Management, Inc make any endorsements or opinions about the coursework required to become a member of Ed Slott's Master Elite IRA Advisor Group and as such cannot guarantee the accuracy or completeness within.