Kay Russell is a dedicated financial professional committed to helping individuals and families prepare for the road ahead with clarity and confidence. With a thoughtful, client-focused approach, she provides personalized guidance in retirement income planning, Social Security optimization, wealth preservation, and risk management.

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Whether you’re approaching retirement, growing your legacy, or navigating life’s financial turns, Kay believes that trust, transparency, and long-term relationships form the true foundation of success. Her goal is simple: to offer the insight and steady guidance you need to make well-informed, life-honoring decisions—every step of the way.