Ross Wealth Group

A Name That’s Been Trusted for FOUR Generations

Cover Option 2 Ross Wealth Group

By Meredith
Knight |
hotos 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

“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

financial future.”

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

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

fully protected.

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



Retirement Income

Investment Advisory Services

Efficiency Strategies

Find out
more and schedule an appointment at RossWealthGroup.com.

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1325 West
Randol Mill Road #100

 Arlington, Texas 76012

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