Russ Ross

By Meredith Knight
| Photos
by Major
Images

Do you know
when to take Social Security to
maximize your benefit (and your spouse’s)? Do you understand the Windfall
Elimination Provision (WEP) and Government Pension Offset (GPO), and how one
or both might impact you? Wealth Advisor Russ Ross does and he’s eager to
share that knowledge with his Tarrant County neighbors.

Russ Ross,
founder and president of Russ Ross Financial, has been guiding
individuals and families
step-by-step through the
retirement process for more than a decade. He was first inspired to join the
insurance and financial
services industry when his mother, a longtime Arlington educator, decided it was time to retire and didn’t
know who to turn to for help.
After discovering the myriad options available and the difficulty of making savvy
retirement decisions, Russ decided he could make a true impact in the lives of others by
educating them on how just
that. Russ Ross Financial was born.

Together with his highly experienced team,
Russ specializes in annuity, long-term care, life insurance, and disability
solutions for clients throughout the DFW and San Antonio markets. The
Arlington office is located directly across the street from the two-story
farmhouse Russ’ grandparents owned more than 65 years ago. The Ross family
helped develop the neighborhood surrounding their home, and his grandmother
even named the neighborhood streets. Russ’ longstanding ties to the community
provide further inspiration for helping local families implement safe
solutions for their unique retirement needs.

“Technically
what we do is provide financial leadership to our clients,” Russ
said. “But helping people have the ability to retire with dignity is who we
are. I’m proud that our firm has become known for our ability to provide
families with a trusted financial home…where you and your loved ones are
fully protected.”

Russ built
that “financial home” on three
principles. “First, our home is a place where we welcome you in like family,
get to know you, listen to your concerns, seek to understand your goals and
priorities, and offer you and your finances the quality time needed to make
sure things are done right.”

Second, Russ
says the house is built to protect. “We put great intention into helping you
uncover any blind spots or opportunities of which you may not be aware and
build a plan that’s thorough, comprehensive, and personalized to your unique
situation,” he said. “We have housed under one roof access to professional
support for every area of your financial planning, some areas which you may
have not yet considered that are critical for further protecting your
financial future.”

Finally, Russ says the home looks out for
future generations. “Our whole ‘family’ is here for your whole family,” he
said. “We’re dedicated to empowering the next generation, helping your
children begin making wise financial decisions as early as possible so they
too can have a robust retirement in the future.” Find out more and schedule
an appointment at Russ-Ross.com.