Retirement Income Planning
Start living your legacy.
Call us today at:
281-598-3512
Retirement Income Planning
Start living your legacy.
Call us today at:
281-598-3512
Why Russell Advisory Partners?
Because being retired is very different than saving for retirement.
The various products, accounts, and even the advice you have accumulated can start to feel overwhelming when you realize the paychecks are stopping. Market volatility that once was hardly noticeable, now keeps you awake at night.
So whether you are an experienced investor, a business owner, or just need help understanding social security benefits, our team of specialists are here for you. We will look at the pieces you have, and design an income strategy that you can understand and feel confident about.
You don't have to do it alone, Call or email us to register for one of our free Social Security workshops or schedule a consultation today.
UNDERSTANDING SOCIAL SECURITY OPTIONS
Learn How to Optimize Your Social Security Benefits
Your retirement planning should begin with understanding how to optimize your Social Security benefits. Russell Advisory Partners can assist in optimizing your entire retirement portfolio, including Social Security benefits, IRAs, pensions, and investments, while minimizing taxes, so you can relax and enjoy your retirement.
WHAT WE DO
Social Security Optimization
Did you know that less than 10% of individuals succeed in fully optimizing their social security benefits? We are here to help you understand your personal social security benefits and how to make the best decisons for your retirement.
Tax Planning
Taxes can be the single biggest cost some retirees will face. Each account type has a particular tax treatment, and having a coordinated plan can make a substantial difference in how much money you pay in taxes throughout retirement.
Retirement Income Planning
Retirement Income Planning
As you begin the planning process, it's important to have a sound financial strategy that protects what you've accumulated throughout your working life. We believe that having a coordinated strategy that you understand and feel good about is crucial. Let our specialists help you build a personalized income strategy, so that you can focus on the retirement you have always envisioned.
WHO WE ARE
Thomas Russell
Retirement Specialist, Founder
Russell Advisory Partners
After graduating from Stephen F. Austin State University, Thomas began his career with a leading U.S. asset management firm, eventually advancing to an executive leadership role. He spent 25 years in various roles with Fortune 500 companies, gaining extensive experience in all aspects of retirement planning, and leading to his founding Russell Advisory Partners. Passionate about his work, and about serving his local community, he believes that a little planning can make all the difference.
A lifelong Texan, Thomas lives in Houston with his wife Leslie and daughter Mia.
Leslie Russell
Account Manager