Referral Program

When you partner with Russ Ross Financial, we strive to listen to your needs and offer sound retirement strategies that will help achieve your life goals.  If you know of someone who could benefit from our services, all you have to do is provide us their basic contact information and we’ll do the rest. If you wish, you can also accompany them

As we continue to build our practice and assist an increasing number of individuals with their retirement needs, we want to give back for your help in making this happen. For every referral we book, you will receive a $5 Starbucks gift card.  We appreciate your referrals and welcome the opportunity to help your friends and family.

  • Your Information

  • The Person you are Referring

*Field is required

A Custom Retirement Lesson Plan for Educators

Russ Ross, president and founder of Russ Ross Financial, was inspired by his mother to help educate others about ways to prepare for a secure retirement future. After dedicating her career to teaching children in the Arlington area, she called on Russ to help her navigate the maze of retirement options available. That’s just one of the many reasons we have a special place in our hearts for assisting educators.

When you choose to partner with us, we’ll set up a time to meet with you personally to discuss where you are in the planning process and where you want to be. Then, we’ll walk you through even the most complex Texas teacher rules and regulations, from TRS benefits and 403(b) plans to pension and Social Security income. We can even assist in providing debt relief, minimizing your tax burden and creating an income in retirement you can’t outlive. But you don’t have to take our word for it – simply ask one of the hundreds of educators who’ve experienced the blissful outcome of maximizing their benefits and making the most of their retirement. Let’s work together to develop your retirement lesson plan.