Holistic Planning,
Personal Partnership

Planning for the pivotal years before retirement and the decades that follow.

Welcome to Sage Saguaro Financial Planning

Navigating retirement takes a sound plan and a long-term partner. Independent, fee-only financial planning for people approaching – or already living – retirement in Arizona's Northwest Valley.

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Personalization – Uniquely Tailored to Your Needs

A practice deliberately kept small. No box to fit into. Your custom plan is built around your goals, your family, and your circumstances.

Expertise – Complexity Is Familiar Ground

Extensive experience managing a large high-net-worth book, leading employer plan teams, and mentoring advisors. I've developed a depth of perspective that can help navigate any financial situation with confidence.

Fiduciary –
Your Best
Interest, Always

Fee-only and independent. That means no commissions, no high-fee products to sell, and no competing incentives behind my advice.

CFP® certificant since 2015

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MBA, Arizona State University

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15+ years in financial services

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CFP® certificant since 2015 — MBA, Arizona State University — 15+ years in financial services —

Comprehensive Planning, Start to Finish

Great investment decisions can be undone by a poor tax decision or poor legacy planning. I'll make sure the pieces work together.

  • Financial Planning

  • Investment Management

  • Retirement Income

  • Risk & Insurance Review

  • Legacy & Estate Review

  • Tax Planning

I share my office with a CPA, and I keep standing relationships with estate attorneys and trust professionals, so tax and legacy planning can be coordinated — not handed off and forgotten.

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Experienced in Complexity. Grounded in Relationships.

Fifteen years in financial services, a CFP® certificant since 2015, and an MBA from Arizona State. I left a large institution to build something more personal, where the relationship comes first.

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More About Russell

How Can I Serve You Best?

Let's connect for a no-cost consultation. We'll talk through where you are, what you're trying to accomplish, and how I can help you achieve your goals.

Let's start a conversation