Helping You Build
The Retirement You Deserve
You’ve worked hard to save. Now it’s time to let those savings work hard for you.
Register For Our Event
May 2nd – 6:00 pm
Tom Green Library Stephens Central
33 W Beauregard Ave
San Angelo, TX 76903
Tom Green Library Stephens Central
33 W Beauregard Ave
San Angelo, TX 76903
Join us to gain clarity in how your TRS & Social Security benefits can work together.
The rules and relationship between TRS and Social Security are the some of the most confusing and frustrating issues among school employees today. With help from the experts at Ross Wealth Group, you can:
- Choose how and when to take Social Security to maximize your benefit ( and your spouse’s!)
- Incorporate TRS strategies that can enhance your Social Security benefits
- Identify how recent changes to Social Security rules, like the elimination of file and suspend, could derail plans you’ve already made
- Make sense of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), and how one or both might impact you
- Detail how your Social Security, TRS and other retirement accounts can work together to provide an income stream that meets your retirement needs
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
Planning for Your Next Chapter
When all of your time – and how to fill it – is up to you, you have a lot of priorities to juggle. Travel. Relationships. Hobbies. Volunteering. However you plan to spend your time in retirement, there are a lot of factors to consider, not least of which is how you will fund these goals and dreams.
You deserve a financial strategy designed to support your priorities, whatever they are. At Ross Wealth Group, we build comprehensive financial strategies that put you at the center. We bring together your past, present, and future financial data to coordinate a plan that maps out your needs and strategies to address those needs and pursue your goals.
Get started today with a personal wealth strategy from our team designed to help you embark on your next great adventure.
You deserve a financial strategy designed to support your priorities, whatever they are. At Ross Wealth Group, we build comprehensive financial strategies that put you at the center. We bring together your past, present, and future financial data to coordinate a plan that maps out your needs and strategies to address those needs and pursue your goals.
Get started today with a personal wealth strategy from our team designed to help you embark on your next great adventure.
We can assist you in the following areas:
- Life Insurance
- Retirement Income Strategies
- Wealth Management
- Investment Advisory Services
- Annuities
- Tax Efficiency Strategies
Meet Russ Ross
Russ Ross has experience helping individuals and families prepare for retirement. As an investment advisor representative and a licensed insurance producer, he founded his independent financial firm on the principles that individuals and families should have a financial strategy for retirement that inspires confidence in the next phase of their life.
Russ Ross is proud of his team’s reputation for finding innovative strategies to help retirees keep more of what they’ve saved.
Contact us to start working toward
Your Retirement Goals
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.