About Us
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Russell
& Company Senior Wealth Care Services is one
of the larger independent senior
advisors in the Dayton Ohio area.
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Our
Goal
Is
simple; give you the facts so we can help you make
the best-informed decision
for you and your family. When
you are fully informed, you will feel more confident
to take action and make the right decisions.
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Our
Approach
Many
people wonder what to expect during their first visit
with us. In
a nutshell, our first conference involves us getting
to know you better, and vice versa.
We focus most of the time listening
to you and understanding your personal
situation, family history, goals
for the future, and any concerns you may have.
The atmosphere is relaxed and friendly
with absolutely no pressure (leave
your checkbook at home)!
Throughout
all of the years we work together, you will never
find another senior planner team who'll care
more about you and your family, or who'll
be more deeply committed to your
financial security!
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Our
Staff
Comprised
of Financial Advisors, CPAs,
and CSAs (Certified Senior
Advisors) that understand your unique
needs as a senior citizen. We
have been assisting seniors with financial security
for over 30 years with our
no pressure, custom tailored approach to
handling each individual situation.
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WHY
would you trust a brokerage house with
your nest egg when they truly don't understand
your needs as a retiree? This is because most
of them handle every age segment without
specialized training.
Visit
with Russell & Company and see the difference
caring makes!
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Our
Services
Our
clients seek advice from
us on how to minimize their income
taxes, generate
fixed streams of retirement
income,
reduce taxes on social security
income, minimize
probate and estate taxes,
and protect their assets
from the effects of long-term health
care catastrophes. Find
out more...
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