Russell Trumm, CFP®

Russell has over 35 years of practical business planning. He has earned the CFP® (CERTIFIED FINANCIAL PLANNER™) designation and was personally trained by Ed Slott, nationally known IRA specialist, in the unique pitfalls that many step into when distributing, transferring or inheriting qualified retirement plan money.

Russell speaks at various events designed to educate business owners and their executives on financial strategies to protect, grow and eventually exit their business. He is also highly effective in educating the general employee population in basic financial planning techniques. His entertaining and unique ability to combine the complex details of different financial strategies in a simplified manner has helped many transition from a state of fear or bewilderment into conscious action.

He is experienced in tax liability strategies within the following categories, but not limited to: wealth accumulation and transferal; cash flow management; retirement distribution; risk management; business continuation and exit planning; executive and group employee benefit solutions.