#68 Individualized Strategies for A Comfortable Retirement w/ Russell G. Luce, Senior Partner & Founder, Planning Legacies Financial Group episode artwork

EPISODE · Dec 28, 2023 · 40 MIN

#68 Individualized Strategies for A Comfortable Retirement w/ Russell G. Luce, Senior Partner & Founder, Planning Legacies Financial Group

from Financial Advisor's Workshop with Brian Kasal · host Brian Kasal

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Russell Luce (https://twitter.com/RLuce721) is the owner and operator of Planning Legacies Financial Group. Russell uses his over 25 years experience in the industry to assist numerous Families in Wealth Management, Retirement Planning, College Planning, and Estate Planning with a focus on those who are differently-abled or have Special Needs. In this episode, Brian and Russell discuss: 1. Individualized Strategies for a Comfortable Retirement 2. Life-Driven Financial Planning 3. Building Your Financial Dream Team for Retirement 4. Setting Retirement Goals LinkedIn: https://www.linkedin.com/in/russellgluce/ Website: http://www.planninglegacies.com/ Twitter: https://twitter.com/RLuce721 Article: https://www.24-7pressrelease.com/press-release/182134/russell-g-luce-rfc-lutcf-fic-honored-by-cambridge-whos-who To see short videos of all our best FA Business Growing tips follow us on:  Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop   TikTok: https://www.tiktok.com/@faworkshop   YouTube: https://www.youtube.com/@financialadvisorsworkshop  Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop   Twitter: https://twitter.com/FAsWorkshop   iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408   Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE   Website: https://www.financialadvisorsworkshop.com/   Work with FourStar: https://financialadvisorsworkshop.com/Advisors   DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

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#68 Individualized Strategies for A Comfortable Retirement w/ Russell G. Luce, Senior Partner & Founder, Planning Legacies Financial Group

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