Setting strategic directions for Savage and his clients
Coming from a humble background, Russ understands the financial needs of every stage of life. He believes he has earned the trust of clients by developing a reputation of expert advice, fair dealing, and consistent adherence to the fiduciary principle of always doing what is in the best interest of clients he serves. Russ works with two primary markets:
Individuals/families:
Russ possesses a special skill set in planning for retirement income needs, college tuition, and various other financial goals. He helps create portfolios specifically designed to meet each client's personal risk/reward profile while minimizing tax liability.
Businesses:
Russ specializes in the design and implementation of all types of retirement plans. The businesses he serves range from self-employed individuals to companies of all sizes. Additionally, as a long-time shareholder and leadership team member, Russ has executive responsibilities that influence Savage's overall growth and success.
Education
Russ earned his Bachelor of Business Administration from the University of Toledo, majoring in finance.
Registrations
Securities Registered in AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NH, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX UT, VA, VT, WA, WI, WV, WY
Securities Registration Series 6, 7, 24, 63, and 65
Securities Designations
AIF® (Accredited Investment Fiduciary)
CLU® (Chartered Life Underwriter)
ChFC® (Chartered Financial Consultant)
CFP® (Certified Financial Planner)
Personal
Russ and his wife, Amny, live in Sylvania, Ohio, where they raised their four children and continue to be actively involved in numerous service and charitable organizations.
Solid teamwork is the key to our success.
To maintain a high level of service to his clients, Russ has assembled a team of specialists that are top-of-class in their respective areas of expertise. The entire team is dedicated to serving clients to ensure everyone receives a first-class experience with every interaction. As a unified team, our mission is to enrich the lives of our clients by providing the highest quality advice, services, and solutions.
Pictured from left to right:
Paulette Karban, Angie Wilson, Russ Karban (seated), Robert Pietras, and Lily Latz
