How to Avoid Financial Planning Pitfalls with Russell Luce

Adam Torres and Russell Luce discuss financial planning best practices.

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Show Notes:

You may have heard that most people spend more time planning vacations than they do for retirement. Do you fall into that category? In this episode, Adam Torres and Russell G. Luce RFC, LUTCF, FIC, Senior Partner at Planning Legacies Financial Group, explore common financial planning pitfalls and how to avoid them.

About Russell Luce

With over 27 years of experience in the financial services industry my background consists of multiple levels in the industry starting with an advisor then to unit manager onto being an assistant managing director then managing director and now on the position of president of Planning Legacies Financial Group. I am also a Registered Representative and Investment Advisor Representative with LifeMark Securities Corp. an independent broker dealer based out of Rochester,N,Y. .The background that I have has led to a vast experiences in most aspects of the financial services industry.

Our goal at Planning Legacies Financial Group is to make an impact on families that have the goal of financial confidence whatever that means to you and your family. We do have a focus here at Planning Legacies Financial Group to assist and impact families decisions that are and continue to struggle with planning for children and/or adults that face the challenges of physical or mental impairments or what we referred to as special needs planning.

We here at Planning Legacies Financial Group want to partner, advocate and assist in creating the Legacy that you and your family can be proud of. As we say here.

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