Financial Planning and Wealth Management
Russell D. Francis, CPA, P.C. is a Registered Investment Advisor providing "Fee-Only" financial advice and wealth management services to a limited number of Oregon clients. Russ is member of the National Association of Personal Financial Advisors (NAPFA), a very exclusive group of financial advisors who have a fiduciary responsibility to their clients.
What does “Fee-Only” really mean?
“Fee-Only” means we do not, under any circumstances, accept commissions or fees for selling products. We do not hold your investments nor do we charge a percentage for assets under management. This eliminates conflicts of interest and allows us to select the best investments without promoting any products. We will show you how to manage your own investments using your own broker or portfolio manager. Like a doctor or attorney, our fees are based on a flat rate. We disclose all fees up front.
What makes us qualified to give you financial advice?
We have over a decade of experience in investing and tax planning. In addition to being a Certified Financial Planner, Russ is a Certified Public Accountant. So, you get the additional benefits of a tax expert. He incorporates tax planning in all his financial advice. Few other investment professionals have that comprehensive knowledge.
What can we do for you?
Our services are comprehensive and include tax planning, retirement planning, investment planning, and estate planning. Our goal is to guide you to personal financial success and wealth. We can do this by structuring existing or newly obtained assets to achieve maximum tax efficiency and diversity. We will show you how to grow your investments and take the worry out of taxes and inflation. We will develop a comprehensive personalized written plan that addresses risk tolerance, safety of principal, market volatility, and diversification specific to your needs. Please fill out the Confidential Client Information Form and call us for a no-charge initial consultation. We will discuss your financial situation and determine how we can help you. |
