Russell has over 27 years experience working in all areas of the Financial Industry, including working with clients in Special Needs Planning, Retirement Planning and Wealth Management.
Next, Russell entered the Insurance and Financial Planning industry with Aid Association for Lutherans, currently known as, Thrivent Finacial for Lutherans in the early 90's as a registered representative and insurance advisor, and in time advancing to a Unit Manager Position.
In 2002, Russell then joined MONY (Mutual of New York) as an Assistant Managing Director of Sales for which he was responsible for training, recruiting and sales for his region.
Then in 2003, Russell joined Foresters as Managing Director of Insurance Sales, where he built one the top producing offices in the Mid-West region.
Afterwards in 2005, Russell returned to the Independant Advisor world to do what he loves best, and that is working with clients to achievie their goals of financial stability.
Finally, in 2008 Russell founded Planning Legacies Financial Group and he likes to say, "Your Legacy Your Choice!"
Exciting News for 2020: Russell and the Planning Legacies Financal Group have joined forces with a excellent broker dealer, Lifemark Securities Corp. based out of New York. Russell and the team are very excited for the future and he knows it is a bright one.
Russell G is Licensed in Arizona,Florida,Illinois,Indiana,Michigan,Washington,Wisconsin
Russell G has been an NACFC Member since 2021