Russell G Luce, LUTCF®

Senior Partner

Planning Legacies Financial Group

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Russell G works as a financial professional in the following areas

Cash Management,Charitable Giving,Debt Management,Disability Planning,Elder Care,Financial Planning,Insurance Planning,Investment Management,Legacy Planning,Life Planning,Long-Term Care,Retirement Planning,Social Security Planning

Clients rely on Russell G for expertise in

Financial Advisor

– ( Act20:25)

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Meet Russell G Luce

Helping clients since 1992

About Planning Legacies Financial Group

In business since 2007

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

At our firm, we have the client, and only the client in mind.

Our mission is to become acquainted with you and understand your needs, wants and long term goals. While recognizing the challenges families face today, we want to help you develop, implement and monitor a strategy that’s designed to address your individual situation.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you accomplish your goals.

We believe in thinking “out of the box”, and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment and efforts are focused on you as our client and your satisfaction.

Planning Legacies Financial Group 7911 Laguna Lane Orland Park, IL 60462

Office Phone: 708-981-3152 Direct: 7089813152

Number of Employees: 1-10 Financial Professionals: 1-10 Assets Managed: 1-100m

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