Welcome to Russel Financial Services

Russel Financial Services is an independent financial planning firm. Our only obligation is to our clients and our focus is to help them achieve financial independence for themselves and their family. We don’t just conduct transactions; we build long term relationships that span generations.

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Why do Business with us

We provide a financial roadmap that gives clients a clear vision of where they are, and how to get to where they want to be.

Our results provide:

  • Growth in investments, while minimizing risk and preserving capital
  • Portfolio construction that matches clients’ objectives
  • A review of all estate, insurance, and investment documents and identification of any gaps that exist
  • Coordination of actions to be taken with other professionals
  • A plan of action that is implemented

Our Services

  • Wealth Planning
  • Insurance Planning
  • Estate Planning
  • Retirement Planning
  • Personal Insurance Planning
  • Business Insurance Planning

Trust

  • We talk to you openly about fees
  • We talk in plain language and give clear explanations
  • We ask questions, to personalize your plan
  • We make time for you and reply promptly to any questions

  • Jan T. Russel

    Jan holds designations as a Certified Financial Planner, Certified Financial Consultant and Chartered Life Underwriter.