Russ Warner Email & Phone Number

Office Address: Touch Financial Group 1661 Feehanville Dr. Suite 440 Mt. Prospect, IL 60056I work with individuals and families to help them create a holistic plan that will identify their financial goals and the elements that will contribute to achieving those goals.*Investment Plans*Retirement Income Planning*Education Funding*Risk Management*Estate Planning with Professional AdvisorsAccredited Investment Fiduciary, AIF (R)Business Exit and Succession Planning I help business owners align their personal, business and family financial goals to make sure they are fully prepared for their eventual retirement and/or the exit from their business.Areas of Focus: Retirement Planning | Investments | Insurance Risk Management | Exit Planning and Financial Strategies for Business Owners|Social Media DisclosureSecurities offered through Sigma Financial Corporation, member FINRA (www.FINRA.org)/SIPC(http://www.SIPC.org). Investment Advisory services offered through SPC a Registered Investment Advisor. Upstream Investment Partners is independent of Sigma Financial Corporation and/or SPC. This communication is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporations and/or SPC. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.

Listed skills include Retirement Planning, Retirement, Exit Strategies, Investments, and 10 others.

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  Depaul University

  Economics