Do you have more financial responsibilities than resources? That's not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college, and care for aging relatives. That's where it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities, and recommend solutions that help address your financial goals and objectives.
With 10 years of experience, I can help guide you with major life decisions, at no charge. My passion is helping others make smart decisions with becoming financially free. Cassidy Russo is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Louisiana.
No insurance business may be conducted outside the specific states referenced. In this regard, this communication is strictly intended for individuals residing in the states of Louisiana. No offers may be made or accepted from any resident outside the specific states referenced.
With 10 years of experience, I can help guide you with major life decisions, at no charge. My passion is helping others make smart decisions with becoming financially free. Cassidy Russo is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Louisiana.
No insurance business may be conducted outside the specific states referenced. In this regard, this communication is strictly intended for individuals residing in the states of Louisiana. No offers may be made or accepted from any resident outside the specific states referenced.
Services
We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
We take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
Step 1: Since everyone's financial situation is different, it's important for us to learn as much about you as possible.
What are your biggest goals or financial concerns?
Where would you like to be 10-20 years down the road?
We take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
Step 1: Since everyone's financial situation is different, it's important for us to learn as much about you as possible.
What are your biggest goals or financial concerns?
Where would you like to be 10-20 years down the road?
We don't believe in a "one-size-fits-all" approach.
Instead, we work with you to create a strategy that's based on your individual needs and objectives.
Let's talk: That's how it all begins-with a simple conversation.
Let's get together at your convenience, maybe over coffee, and see if working together makes sense for both parties.
Be open and honest: We'll try our best to anticipate your needs, but will never assume anything.
That's why it's so important to be as candid as possible when discussing your goals.
Instead, we work with you to create a strategy that's based on your individual needs and objectives.
Let's talk: That's how it all begins-with a simple conversation.
Let's get together at your convenience, maybe over coffee, and see if working together makes sense for both parties.
Be open and honest: We'll try our best to anticipate your needs, but will never assume anything.
That's why it's so important to be as candid as possible when discussing your goals.
At Russo Finacial Group, LLC, we sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities.
In fact, that's one of the reasons we created this firm back in 2011.
After 4 years working for someone else, we wanted the opportunity to control our own destiny, and to do what we thought was in the best interest of our clients.
You can take comfort in the fact that we have been a part of this community for 10 years, and therefore have a vested interest in seeing our friends and neighbors succeed.
In fact, that's one of the reasons we created this firm back in 2011.
After 4 years working for someone else, we wanted the opportunity to control our own destiny, and to do what we thought was in the best interest of our clients.
You can take comfort in the fact that we have been a part of this community for 10 years, and therefore have a vested interest in seeing our friends and neighbors succeed.
Life Insurance: A life insurance policy is an effective way to protect your family's lifestyle and future, and we offer several different types of life insurance that can be tailored to your unique needs.
Some provide temporary protection for shorter-term needs, while others are best for long-term or permanent protection.
Permanent life insurance policies can even provide a cash value that may grow tax-deferred over time.
Your cash value can be accessed to help supplement your retirement income when your protection needs decrease later in life, or for any other major life need such as paying for a child's college expenses.*
Some provide temporary protection for shorter-term needs, while others are best for long-term or permanent protection.
Permanent life insurance policies can even provide a cash value that may grow tax-deferred over time.
Your cash value can be accessed to help supplement your retirement income when your protection needs decrease later in life, or for any other major life need such as paying for a child's college expenses.*
Life Insurance: Life insurance is an effective way to help protect your family's lifestyle and future.
Plus the cash value in a whole life insurance policy can be accessed via policy loans to help you supplement your retirement income when your protection needs decrease.*
This cash value can also be accessed for other major life events and can play an important part in business succession or charitable giving plans.*
Long-Term Care Insurance: Going through life may require a little help along the way.
Plus the cash value in a whole life insurance policy can be accessed via policy loans to help you supplement your retirement income when your protection needs decrease.*
This cash value can also be accessed for other major life events and can play an important part in business succession or charitable giving plans.*
Long-Term Care Insurance: Going through life may require a little help along the way.
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