Are you a school district employee looking to maximize your benefits and improve your financial outlook? As the provider of multiple districts’ 457 and 403(b) plans, we at Russ Ross Financial can help you do just that and get on the road to achieving your retirement planning goals.

Who We Are
How We Can Help
Our Process
Educational Courses

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Who We Are

For more than a decade, Russ Ross Financial has stood as a pillar of the Arlington community, helping individuals, families and business owners prepare for the retirement they deserve. More importantly, we were founded with a special focus on providing local educators, administrators, and school district employees with the knowledge and support they need to understand their unique benefits available and leverage those to more successfully plan for their financial futures.

We’re committed to putting our clients’ best interests first and using a partnership-based approach to service, rather than a transactional one, to build lasting relationships with those we serve. To read more about our team or why our president, Russ Ross, was inspired to open the firm, view our About page.

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How We Can Help

Our Process
To ensure you have all of the resources you need to make smart financial decisions that make sense for your situation, Russ Ross Financial offers a variety of events and educational training courses that you can attend free of charge. We also offer complimentary consultations at our office as the first step in getting to understand your unique needs and how we can assist you most successfully. In summary, we:

• Hold compliance meetings monthly to review the current 457 plan (note: employees are required to attend one of these meetings annually)
• Provide periodic updates on current financial events that may affect your retirement
• Teach seminars on financial awareness and retirement income planning
• Are available to offer financial guidance and consultation to school district employees as needed
• Offer various Services and Programs to help our clients achieve their income goals