

About Us

Kay Russell is a dedicated financial advisor committed to helping individuals and families achieve their financial goals. With a client-focused approach, She offers personalized guidance in areas such as retirement planning, investment strategies, wealth management, and risk management. Kay believes in building long-term relationships based on trust, transparency, and integrity, ensuring each client receives the knowledge and support they need to make informed financial decisions. Whether you’re planning for retirement, growing your wealth, or navigating life’s financial milestones, Kay is here to guide you every step of the way.

Kay Russell
Founder, CEO

Helping you manage your finances so you can pursue your goals.

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What We Offer
YOUR GOALS MATTER
Everyone should be able to live the way you want. Whether that entails, Medicare, Covered California Health Insurance, Private Insurance, Life Insurance, Financial Planning Annuities or more, we want to help you achieve your goals and do it all according to your budget.
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Our team of professionals can help you create a well-thought-out strategy, to help you address your financial needs and concerns in a way that make sense for you.