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Value of a financial advisor
Improve your financial security

Investing for your future can seem like a delicate balancing act. Recent market fluctuations reinforce the complexity of creating an investment plan that meets your comfort level and your financial goals. At Russell, we believe a financial advisor can help you craft a fully diversified, holistic investment strategy that considers your unique situation.

Request a referral to a financial advisor now

Here's how a financial advisor can help you.

What are the benefits of working with an advisor?

An advisor can help you review and adjust your portfolio as your life changes. As a neutral third party, advisors can provide balance and offer specialized expertise. While you may have access to a wealth of information, you probably don't have time on a daily basis to delve into the nuances of investing and investment products the way a financial advisor does.It's easy to let emotions rule actions when the markets rise and fall. But investors who flee the market are likely to miscalculate when to return. Then they miss out on performance gains when the market rallies. A trusted advisor can provide a balanced perspective and encouragement to manage your portfolio through the ups and downs. Diversification is the most widely accepted method of reducing overall portfolio risk. An advisor can help you stay on track to meet your goals with a truly diversified strategy.

What can I expect from an advisor?

An advisor begins by helping you examine your investing style and risk tolerance. Then, you'll work together to understand your current financial state, discuss your financial and life goals, and build a plan. An advisor can help direct you to resources you may need to address other aspects that affect your financial future, including attorneys and accountants who handle estate, tax, and business planning.

With access to in-depth research and sophisticated investment tools, a financial advisor can create a diversified strategy in line with your goals. Part of an advisor's job is to monitor the impact of market activity and periodically rebalance client portfolios to maintain the proper mix of investments.

Despite the most meticulous planning, our lives change, and our financial plans may need to evolve too. Your advisor can revise your plan to reflect significant events, including career changes or the birth of a child, to keep your strategy on track.

How is Russell different?

Advisors who sell Russell funds can offer you a selection of actively managed funds that represent all asset classes, styles and sectors. These funds offer access to the same process Russell began more than 30 years ago to serve large corporate clients who use Russell's independent manager research and products to direct their employee retirement plans. Today, Russell devotes more resources to manager research than any other firm worldwide and has access to a wealth of proprietary data to guide its multi-manager investing process.

All investing carries risk, so we offer independent advisors who sell our funds the tools and products to meet the challenge. It's our purpose to help improve your financial security. It's about helping you live the life you imagined.

Request a referral to an independent advisor in your area
who sells Russell funds. Fill out the form or call 866-676-7680.

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Fund objectives, risks, charges and expenses should be carefully considered before investing. A summary prospectus, if available, or a prospectus containing this and other important information can be obtained by calling 800-787-7354 or by visiting the prospectus and reports page to download one. Please read the prospectus carefully before investing.






Copyright © Russell Investments 2012. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an "as is" basis without warranty.

Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company.

Diversification does not assure a profit or guarantee against loss in declining markets.

Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.

Securities products and services offered through Russell Financial Services, Inc., member FINRA, part of Russell Investments.
For information on the Financial Industry Regulatory Authority, go to www.finra.org.


RFS 2605. First used: November 2009.
 




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