Private Client Strategies offers specialized support for advisors and their clients by developing customized risk management plans using insurance solutions for personal and business protection. 

Buy-Sell Agreement Stress Testing
Key Executive Retention and Replacement Plans
Personal Income Replacement
Estate Liquidity Using Life Insurance
Long Term Care Risk Management

BIO

Todd Russell, CFP®, CLU, ChFC, has spent the past 21 years serving as a valuable team member in solving estate and business planning issues. Working with clients across over 20 states, Todd's expertise is in helping clients identify risk and crafting tailored plans that are designed to help protect family members and business owners through creative uses of insurance solutions. His approach of carefully listening and understanding each client's unique goals enables him to provide personalized solutions that mitigate potential risks. Todd's success in the financial services industry is rooted in his commitment to building meaningful relationships with his clients, based on trust, respect, and empathy.