Broker Check

Chicago Office

20 S. Clark St.,

Suite 510
Chicago, IL 60603

A Personal Note from Charlie Russ

While other firms provide asset management and their boilerplate approaches described in a beautiful brochure, we dig deep to deliver a written financial plan tailored to your comprehensive financial goals. We use a proven system, The Living Balance Sheet,® to analyze the details money managers and CPAs often overlook: Risk Protection and Tax Planning to name two. Your personalized model considers your total financial picture and systematically integrates every aspect of your financial life: from protection strategy and portfolio management, to optimized tax planning. Whatever your current situation, you’ll gain a straight forward easy-to follow written financial plan that nurtures cash flow immediately and throughout retirement.

Bottom line:  Ask yourself the following questions:

Do you know exactly how much money you need to retire comfortably and never run out of money?
Have you planned for the devastating personal and financial cost of a long term care event?
Have you done anything  to eliminate income taxes on the interest accumulation on your after tax savings?
Has anyone explained the income tax ramifications for supplemental Medicare premiums and the net investment tax?  And planned for them?
Do you have a detailed cash flow model showing exactly from where your cash flow will come from net of taxes in retirement?

If the answers to any of these questions is "no," then I'm sure you would get a great deal of value from contacting the Russ Financial Group.

We deliver solutions other advisors overlook.


Charlie Russ