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About Us

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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.

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Kay Russell
Founder, CEO

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

Schedule A Call

It’s not the final chapter in the book of life but rather the beginning... a second act. Schedule a call with us today!

About Us
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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.

LEARN MORE ABOUT OUR SERVICES
What We Offer
Why Us

Why Us?

OUR 3-STEP PLAN CUSTOM-TAILORED FOR YOU

Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using our plan, we’ll examine your current financial situation and determine your retirement needs.

Plan

Receive a custom-tailored
plan to help you reach your retirement goals.

CONTACT US

PHONE 

(800) 469-8869

MAILING ADDRESS 

17130 Van Buren Blvd.

#553

Riverside, CA 92504

The content is developed from sources believed to provide accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Kay Russell and Associates Insurance & Financial Services, LLC CA LIC #6004394.

 

Kay Russell and Associates Insurance & Financial Services, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency.

 

National Social Security Advisors (NSSA) and its advisors are independent professionals and are not affiliated with, employed by, or acting on behalf of the Social Security Administration (SSA). The guidance and information provided by NSSA advisors are for educational and planning purposes only and do not constitute legal, tax, or guaranteed benefit determinations from the SSA. For official Social Security information, please visit ssa.gov 

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