Experience the Assante Advantage

At Russel Wealth Planning Group, Jan provides independent financial advice that is not tied to any product or service. Jan takes the time to evaluate his clients’ situation and goals before making any recommendations. He believes that all planning and product recommendations must be matched to goals and circumstance. Any solutions he provides are implemented and followed up with clients on at least an annual basis.

Jan has advanced designations as a Chartered Life Underwriter in the insurance field and the CERTIFIED FINANCIAL PLANNER® designation in the wealth planning field. He also has certifications as a Cash Flow Specialist. Jan recognizes the importance of keeping up to date in his industry. He invests time in continuing education courses and attends industry related conferences on an annual basis.

Jan enjoys working with his clients. Everyone has a unique life story and he finds it fascinating to listen to how people have adapted to many challenging situations in their lives. He has known many of his clients for over 20 to 30 years. In one case, the insurance Jan’s father put in place over 40 years ago was used to provide collateral to a bank to secure a loan which helped keep a business from going bankrupt. That business is thriving today!