Are you a woman who wants to retire with clarity, comfort, and confidence? My name is Russ Thornton, and this is my sole focus

Holistic retirement planning for women aged 55+

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Areas we’ll work on together

Holistic planning

I help you coordinate and plan your investments, taxes, estate, and insurance policies to limit your financial exposure and help you get more out of life – now and in retirement.

Financial strategy

I help you invest your assets in responsible and tax-efficient vehicles to protect you against financial uncertainty and enable you to retire without money worries.

Tax planning

I review my clients’ tax returns each year to look for opportunities for better planning in the context of your current and future taxes. Many financial advisors don’t (or can’t) review your tax return.

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