Lawrence Russell

At the Pasadena Financial Planner, we believe that achieving financial security is a journey, not a destination. It's about creating a solid foundation for your financial future, navigating life's milestones with confidence, and ultimately, living a life of purpose and financial independence. Our mission is to empower families like yours by providing clear, personalized, and actionable financial planning advice.

We understand that every family's financial situation is unique. That's why we take a comprehensive approach to financial planning, carefully analyzing your individual needs, goals, and risk tolerance. We delve into every aspect of your financial life, from budgeting and debt management to retirement planning, college savings, and estate planning. This holistic perspective allows us to craft a customized financial plan that aligns with your values and aspirations.

Our Services

We offer a wide range of financial planning services designed to help you reach your financial goals. Our services include:

• Comprehensive Financial Planning: This service involves a deep dive into your entire financial picture. We analyze your income, expenses, assets, liabilities, and goals to create a personalized roadmap for your financial future.
• Investment Management: We develop and manage diversified investment portfolios tailored to your risk tolerance and investment objectives. Our goal is to help you grow your wealth over time while minimizing risk.
• Retirement Planning: We work with you to determine your retirement income needs and develop a strategy to achieve a comfortable retirement. This includes analyzing your current savings, exploring retirement income options, and creating a plan to maximize your retirement savings.
• College Savings Planning: We help families plan for the increasing costs of college education. We explore different savings options, such as 529 plans, and develop a customized savings plan to meet your college funding goals.
• Estate Planning: We assist in creating a comprehensive estate plan that includes wills, trusts, and powers of attorney. Our goal is to ensure that your assets are distributed according to your wishes and that your loved ones are protected.
• Tax Planning: We understand the complexities of the tax code and incorporate tax-saving strategies into your financial plan wherever possible.

Our Commitment

At the Pasadena Financial Planner, we are committed to providing you with:

• Objectivity: We are fee-only financial planners, meaning we don't earn commissions or kickbacks from any third parties. Our sole focus is on your best interests.

• Transparency: We believe in clear communication and will always explain our fees and strategies in detail.
• Personalized Service: We take the time to understand your unique circumstances and goals. We don't believe in a one-size-fits-all approach to financial planning.

We understand that financial decisions can be complex and overwhelming. That's why we provide ongoing support and guidance to help you stay on track and achieve your financial goals.