Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

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Social Media: #NewestBusinessLiabilityRisk

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Latest Blog Post

Your 4% Withdrawal Strategy May Not Be Enough

January 07, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Experience Matters

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where my firm comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

My personal goal is to provide you with guidance that can help you understand and better define you... Learn More

Featured Team Member

A.Michael Russo,CFP®, EA

I’m Mike Russo. I am a native of Berks County and live in Royersford, PA with my wife, Kate, and my two boys, Logan and Connor. I have been in the financial service industry since 2005 and earned my Certified Financial Planner...

Anthony Russo, CPA

Tony has always had an interest in accounting, finance, and investments. After starting college at the University of Maryland, while in the United States Air Force, and later finishing at Albright College, he worked for a local CPA...

Russo Financial Group

484-791-3602

Stay Safe with a B.O.P. At Your Back

Related Content

Understanding the Basics of Medigap Policies

The Cycle of Investing

Social Media: #NewestBusinessLiabilityRisk

Office:	484-791-3602
Fax:	484-791-3694