Plan Wisely

Plan Wisely "The Secret To Getting Ahead Is Just Getting Started."
- Mark Twain His group’s resources attract corporate executives, business owners and families next door.

Russ’s beliefs, resolve, and planning philosophies are shaped by the personal experiences he’s endured surviving the loss of both his parents nine months apart at a young age. He wants to rewrite the story from his childhood and his motivation stems from the negative financial outcomes families and businesses face without a financial plan. Russ and his team take their clients through an experience

summed up best by Stephen Covey’s saying, “Seek first to understand, then to be understood.” Russ establishes close client relationships which enhances his ability to serve. His clients span throughout industries and across generations, from young affluent professionals beginning their successful careers to retirees concerned with turning their assets into tax efficient income that last throughout their lifetime. Russ made a clear choice to reinvest in his team which ultimately allows them to serve all their clients and deliver on their promises. Mark Twain once said, “The secret to getting ahead is just getting started.” These words mirror Russ’s passion to motivate his clients to take action on the goals that are most important to them. OUR MISSION:
To help our clients make smart decisions with their money so they can live life with confidence, fulfillment and financial security.

Northwestern Mutual’s 2025 Planning & Progress Study illuminated financial blind spots among Americans. Here are resolut...
01/20/2026

Northwestern Mutual’s 2025 Planning & Progress Study illuminated financial blind spots among Americans. Here are resolutions to help you address them in 2026: http://spr.ly/6184CoY5m

01/15/2026

I’m like your personal trainer but for your finances. Let’s connect and create a game plan designed for you.

01/14/2026

I can help you adjust your financial goals for 2026 so they’re realistic and helpful. Let’s make 2026 the year you finally meet every one of them.

Stocks rallied in the first week of 2026. Nonetheless, a bifurcated and narrow economy, coupled with a softening labor m...
01/13/2026

Stocks rallied in the first week of 2026. Nonetheless, a bifurcated and narrow economy, coupled with a softening labor market, poses risks on the horizon. http://spr.ly/6189CacUS

You have enough to worry about with a baby on the way. Let me help you deal with the stress of financial planning so you...
01/12/2026

You have enough to worry about with a baby on the way. Let me help you deal with the stress of financial planning so you can focus on the rest.

From tariffs to a record-long government shutdown to a softening labor market, investors were met with no shortage of ob...
01/12/2026

From tariffs to a record-long government shutdown to a softening labor market, investors were met with no shortage of obstacles in Q4. Nevertheless, U.S. and global equities pushed higher in the fourth quarter to end 2025 on a strong note.

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Working with an advisor during retirement is essential to make sure you’re not paying more taxes than you need to on you...
01/12/2026

Working with an advisor during retirement is essential to make sure you’re not paying more taxes than you need to on your hard-earned retirement savings. http://spr.ly/6189CodRd

01/07/2026

Looking for someone to point you in the right direction? I can help you start the new year strong with a plan. The right time is right now.

12/22/2025

There’s no wrong way to wrap a present, the important thing is that it’s wrapped. Similarly, there are many ways to approach your finances, but most importantly it’s important to act now. Reach out to me to get started.

You’ve earned a splurge on something fun now. But don’t pass up this opportunity to tackle some financial goals. http://...
12/22/2025

You’ve earned a splurge on something fun now. But don’t pass up this opportunity to tackle some financial goals. http://spr.ly/61897OnTb

12/18/2025

Each month of 2026 presents an opportunity to grow financially. Let’s get creative and find what works best for you. Reach out to get started.

Address

2500 York Road, Ste 200
Jamison, PA
18929

Telephone

+12157926871

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