I'M NICK RUSSO
Financial Advisor
Guiding you toward your goals and helping you navigate your journey with a clear, tailored roadmap.
Whether you’re planning for retirement, saving for your child’s education, or building a lasting legacy, I create strategies that align with your unique objectives. I aim to make your path to achieving your financial aspirations straightforward and manageable.
Financial Planning Services
Retirement Planning
This covers planning for reaching retirement and managing finances throughout it.
Educational Planning
Pre-College for funding and Post-College for loan strategies and refinancing.
Investment Management
Development and management of an investment portfolio tailored to your specific goals.
Insurance Planning
Ensures your financial plan includes protections like life, disability, and long-term care.
HOW IT WORKS
Detours
Just like your GPS warns you about traffic slowdowns or unexpected detours, your financial strategy prepares you for potential bumps in the road. These alerts help you adjust your plans so you can stay on track. We can adapt and provide solutions to keep you moving forward.
Your Goals
GPS maps out the best route to your destination, and your financial strategy lays out the steps to achieve your goals. Create a roadmap that guides you every step of the way. It’s like having a personal guide to help you reach each milestone in your financial journey.
Starting Point
We begin by understanding your current financial situation. We look at what you have, earn, and owe. This clear picture of where you stand helps us create a plan that’s tailored to you.
Roadmap Plan
Navigating the road these days is a breeze with the help of your smartphone’s GPS. It effortlessly guides you to your destination, making it hard to get lost. Think of a personalized financial planning as your GPS for managing your money—it helps you chart a clear path to your financial goals.
Destination
A well-designed financial strategy acts as your GPS, giving you clear directions and helping you navigate your way toward financial success. With a solid plan in place, you’ll have the confidence to pursue your goals and enjoy the journey.
Disclaimer
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Check the background of your financial professional on FINRA's BrokerCheck.
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Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Registered Branch phone # (973) 299-9222
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This site is published for residents of the United States only. Financial Professionals of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.
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Financial professionals do not provide specific tax/legal advice, and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.