In Financial Services since: 2001
With Marshall since: 2001
Past and present affiliations:
Get to know:
Russ specializes in financial planning for people who have stepped (or run, or flown) outside the usual models of corporate and family life.
Russ is himself a former entrepreneur who has chosen a committed but unmarried relationship. That’s how he initially became focused on the complexities of planning for individuals, couples and families who aren’t heterosexual married people with children —who actually form the majority of US households today.
“Fewer than half of families in the US are headed by a married couple,” he notes. “let alone a US-only, straight married couple. “But our tax laws and other regulations haven’t always caught up with that reality.”
Russ’s expertise in financial planning for clients whose lives don’t fit neatly into checkboxes is ideal for:
Russ works to ensure that clients whose lives don’t fit neatly into tax codes, healthcare and insurance, pensions, and investments can still enjoy the same level of benefits and confidence as more traditional families.
Plus, beyond the financial issues, he helps plan for other issues. For instance, he can help to ensure a life partner can be involved in the event of a healthcare emergency; get coverage from a partner’s insurance; or obtain other rights that married couples are able to take for granted.
For clients with cross-border lives, Russ often enlists the assistance of a colleague with specific, deep knowledge of a specific country’s tax and legal codes, while ensuring that the US side codes and overall picture are squared away.
Approachable and dedicated, Russ has developed a devoted clientele over the years. Says one of his clients “There’s an overwhelming amount of information out there. Russ narrows it down to what’s relevant, so I can make confident decisions quickly and with less stress.” Another gets right to the heart of Russ’s unique style when she says that he “brings a beautiful mix of compassion and knowledge to the table.”
Russ welcomes inquiries from prospective new clients. Please feel free to call and ask to talk with him today.