- lifetime income, expense, and savings planning,
- risk profiling and asset allocation,
- cost-efficient and tax-efficient cash, bond, and equity investment recommendations
- financial risk exposure analysis
I am committed to the financial education of my clients and strongly believe that educated individual investors make much better personal financial planning decisions across their lifetimes and for retirement.
You and I will work together to analyze your financial affairs cooperatively. Your personal financial and investment plan will be designed for cost-efficiency and time-efficiency. Once established, your financial plan should require minimal tuning over time. As your financial services and investment consultant, I will act as your consumer advocate. I can help you to shop for the lowest cost financial products that are consistent with your financial plan.
My financial and retirement planning services will be valuable and
cost-effective to you. My financial consultant fees will be reasonable, clearly understood,
and determined in advance. Your
personal financial planning interests are paramount, and I will never have any third
party compensation conflict-of-interest with the financial industry. I will not accept any third
party sales commissions or other third party payments of any kind.
Larry
Russell
Managing Director
Lawrence Russell and Company
Pasadena,
California
________
See also:
Ten Personal Financial and Investment Planning Steps in the Right Direction
My Value to You -- Personalized Scientific Financial Planning Services
Motivation of author and his individual investor education efforts
Selecting a Financial Advisor:
Payment of Financial Advisors:
Regulation of Financial Advisors:
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