Our Story

Ms. Russell is a well known Tax, Estate and Retirement Planner by clients in Arizona, Washington, Montana, California, Nevada, Utah, and several other Western states

She has been educating seniors with well established retirement funds, as well as individuals, in the beginning phases of retirement planning, for over 20 years in the Southwestern Area. She has lived in Mohave County for 24 years.

Her experience started in Wellesley, Massachusetts in 1976. Her grandfather, Parkman Shaw, had a financial advisory in Brookline Mass., just outside of Boston. Her fascination with her grandfathers work led her to her first job at 16, in the accounting department of a large Eastern Seaboard Company called Mitre Corporation. Shortly thereafter, a new opportunity arose in Southern California, which she did not hesitate to pursue.

Ms. Russell resided and worked in Orange County, CA. in the business arena of accounting and tax preparation for 14 years. Her love of Arizona, the Colorado River, and Lake Havasu City, prompted her to move, with her four children in 1992, to what was going to become her greatest achievement ever.

She started Russell Financial and Business Services to combine her expertise in tax law, and retirement planning to educate and design strategies to assist her clients in becoming “financially well”. She also started and was CEO of Retirement Plan Consultants and Auditors in Lake Havasu City early in 2000 working with large companies nationwide in Pension Plan Administration. Realizing that her objective was helping clients eliminate as much confusion as possible in planning their financial future, she made a change. She closed the doors on the large nationwide corporation and devoted her time to helping individual clients achieve their long-term financial objectives. She did this by utilizing strategies, which she herself uses in her own financial planning, and has been very successful in this endeavor.

Ms. Russell has met the Federal and State qualifications and high standards in the areas of education, ethics, and licensing in all areas of her practice. All of this knowledge and expertise combined, makes her a sought after agent for retirees that need help with their estate and the accounts they want to protect during retirement

Contact

Get In Touch

Rhonda Russell.

Ms. Russell has met the Federal and State qualifications and high standards in the areas of education, ethics, and licensing in all areas of her practice. All of this knowledge and expertise combined, makes her a sought after agent for retirees that need help with their estate and the accounts they want to protect during retirement

Site

Browse a page

Contact

Get In Touch

Address: 1890 McCulloch Blvd, Lake Havasu City, AZ 86403
Phone: (928) 453-0074
Fax: (928) 453-0075
Email: info@russellfinancialinc.com
Hours: 8:00 am – 5:00 pm