By Meredith Knight | Photos by Lauren Medean
With a legacy of four generations in wealth planning, Ross Wealth Group has endeared themselves to generations of their Tarrant County neighbors, placing a comfortable retirement within their grasp. Providing financial leadership to their clients is what they do. Offering people the ability to retire with dignity is who they are.
“I’m honored to be filling some very big shoes,” said Investment Advisor Representative and Licensed Insurance Producer Russ Ross. “Long before I came along, my family was known for our ability to provide local families with a trusted financial home…where they and their loved ones can know they’re fully protected.”
Ross Wealth Group is built on three principles:
It’s a financial home where you’ll be welcomed like family. “We want nothing more than to get to know you and your family, listen to your concerns, understand your goals and what’s most important to you, and give you and your finances the quality time needed to make sure things are done right,” Russ said.
It’s a financial home that’s built to protect. “We put great intention into helping you uncover any blind spots or opportunities you may not be aware of and build a thorough, comprehensive, personalized plan that’s best for your unique situation,” Russ said. “We have, housed under one roof, access to professional support for every area of your financial planning including some areas which you may not yet have considered but that are critical for further protection of your
Lastly, it’s a financial home that looks out for your future generations. “Our whole family is here for your whole family,” Russ said. “We’re dedicated to empowering your next generation, helping your children begin making wise financial decisions as early as possible so they, too, can have an incredible retirement in the future.”
In fact, at Ross Wealth Group, they look after your family and your finances with the same intention and detail as they would their own. The true outcome of their work is the ability for you to retire with dignity. That includes peace of mind knowing you’re going to be okay and the knowledge and empowerment to do the things you want to do. It’s all possible when you have a financial home and family that’s on a mission to make sure you and your loved ones are
The Retirement You Deserve
What does the perfect retirement look like to you? Travel? Time to truly invest in relationships? Hobbies? Volunteering? All of the above? However you plan to spend your retirement years, there are a lot of factors to consider, not the least of which is how you will fund these goals and dreams.
You deserve a financial strategy designed to support your priorities, whatever they are. At Ross Wealth Group, they build comprehensive financial strategies with you at the center. They bring together your past, present, and future financial data to coordinate a plan that maps out your needs and strategies to address those needs and pursue your goals.
Russ Ross can’t wait to meet you
Russ Ross, founder and president of Ross Wealth Group, has been guiding individuals and families step-by-step through the retirement process for over two decades.
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’s 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. Truly, Ross family roots run deep in Tarrant County. Russ’s longstanding ties to the community provide further inspiration for helping local families implement safe solutions for their unique retirement needs and dreams.
Why Choose Ross Wealth Group
Ross Wealth Group partners with you to compile a comprehensive strategy for managing your finances including investment selection and portfolio management, retirement planning, tax legislation, estate planning, and legacy planning. With your input, they will develop strategies with the potential to maintain your current lifestyle and reduce financial stress by providing more clarity regarding your goals and helping you make savvy decisions about investing and saving.
Your highly individualized plan will work to grow your assets, reduce your taxes, protect your assets, and generate wealth for generations to come. Ross Wealth Group wants to help you prepare for retirement with confidence and achieve financial stability—even after retirement. With their help and up-to-date market data, you can make sound decisions and prepare for the retirement you deserve.
• Wealth Management
• Life Insurance
• Retirement Income Strategies
• Investment Advisory Services
• Tax Efficiency Strategies
Find out more and schedule an appointment at RossWealthGroup.com.