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William I. Russo, CFP®

Securus Financial Strategies

33595 Bainbridge Rd
Ste 104
Solon, OH 44139-2942
Phone: (440) 349-4980
Fax: (440) 498-4446

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Household Income Minimum: $50,000
Investable Asset Minimum: $25,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Men's Finances
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: $25,000 minimum for fee based accounts

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