Financial Planning and Investment Consultant Owes You Expert, Unbiased
independent and scientific financial planning and investment management.
financial knowledge requires proven facts.
Larry Russell, Managing Director
MBA (Stanford University), MA (Brandeis University), and BS (M.I.T.)
will provide objective and comprehensive financial planning advice with
a solid scientific basis. I am a
completely independent, fee only financial planner, financial
consultant, and investment planner. I provide scientifically-based,
personal financial, investment, money, and
retirement services to individuals. I work for you -- not for the financial investment industry.
Get a checkup from an expert financial consultant, guide, and adviser who:
the time necessary to understand your situation in comprehensive detail
thorough, personalized, and specific lifecycle action plans, including:
income, expense, and savings planning,
profiling and asset allocation,
and tax-efficient cash, bond, and equity investment recommendations
risk exposure analysis
you at the center of decisions with VeriPlan, a sophisticated and fully
automated personal financial planning tool that projects the financial
impacts of the choices you want to make over your lifetime.
base my advisory practice on financial planning and investing knowledge
- education at
Stanford University (MBA), Brandeis University (MA), and M.I.T. (BS)
- twenty-five years of corporate and start-up management experience in corporate development,
finance, business development, and marketing
- extensive study of scientific finance research papers that provide useful information about
which strategies to follow or to ignore.
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
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.
Lawrence Russell and Company
Ten Personal Financial and Investment Planning Steps in the Right Direction
My Value to You -- Personalized Scientific Financial Planning Services
Background of Author
Motivation of author and his individual
investor education efforts
-- OBJECTIVITY -- HONESTY -- CONFIDENTIALITY --
DILIGENCE -- EFFICIENCY -- SATISFACTION
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Financial Planning and Investment Management Clients in the Ventura
County, California Area, including:
Agoura Hills, Brandeis, Calabasas, Calabasas Hills, Camarillo, Casitas
Springs, Castaic, Elizabeth Lake, Hidden Hills, Hidden Valley, Lake
Elizabeth, Lake Hughes, Lake Sherwood, Leona Valley, Malibu, Moorpark,
Newbury Park, Newhall, Oak Park, Oak View, Ojai, Oxnard, Piru, Point
Mugu, Port Hueneme, Santa Rosa Valley, Saratoga Hills, Simi Valley,
Stevenson Ranch, Thousand Oaks, Valencia, Ventura, Westlake Village,
and other cities around Ventura County.
Planning and Investment Management Clients in the San Diego, California
Bonita, Borrego Springs, Cardiff, Cardiff by the Sea, Carlsbad, Chula
Vista, Del Mar, Encinitas, Escondido, Imperial Beach, La Jolla, La
Mesa, Lake San Marcos, Lakeside, Ocean Beach, Oceanside, Hundred Palms,
Pacific Beach, Palo Verde, Poway, Rancho Bernardo, Rancho Santa Fe, San
Luis Rey, San Marcos, San Ysidro, Santa Ysabel, Solana Beach, Spring
Valley, Valley Center, Vista, Westmorland, Winterhaven, and other
cities around San Diego.
© Copyright 2005 to 2010 - Lawrence Russell and Company, All rights reserved worldwide.
The particular year of the copyright will depend upon the year of first publication.
"The Skilled Investor", "Skilled Investor", "VeriPlan", "Personal Finance Software for Your Lifetime", "Do it Yourself Financial Planning", and "Your Personal Financial Lifecycle Planner" are trademarks of Lawrence Russell and Company. All other trademarks and service marks are the properties of their respective owners.