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Russell P. Trumm, CFP®

Fox Hill Financial & Insurance Services

2540 Douglas Blvd
Ste 200
Roseville, CA 95661-3946
Phone: (916) 797-3678
Fax: (916) 244-0815

Toll-free: (877) 799-3678

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Household Income Minimum: $80,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Charitable & Planned Giving
  • Career Change
  • Business Taxes
  • Estate Planning
  • Corporate Finance
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Limited Partnerships
  • Getting Married
  • Irregular Income
  • Insurance
  • Real Estate
  • Job Loss
  • Startup
  • Retirement
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Starting a Family
  • Medical & Health Issues
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.