Founder / CEO, Kay Russell and Associates Insurance and Financial Services, LLC
Kay Russell, Founder and CEO of Kay Russell and Associates Insurance and Financial Services, LLC, is a trusted expert in retirement income strategies and social security planning, based in Riverside, California. With a passion for guiding individuals approaching retirement, Kay specializes in creating personalized income strategies that align with her clients' goals and risk tolerances. She understands the intricacies of timing Social Security benefits to maximize retirement income effectively, ensuring her clients are well-prepared for their future.
As a holder of the NSSA® designation in Social Security planning, Kay Russell brings specialized knowledge of Social Security planning to every client relationship.
In addition to retirement planning, Kay is dedicated to helping families with thoughtful legacy planning. She believes in preserving wealth and values for future generations, ensuring that her clients leave a meaningful legacy. With her extensive knowledge and compassionate approach, Kay has established herself as a respected professional in the financial services field.
Outside of her professional commitments, Kay enjoys trail riding and has a keen interest in herding dogs, participating in competitions and nose work with her family. This connection to her hobbies reflects her dedication to balance and well-being, both personally and professionally. Trust Kay Russell and her team to guide you through your financial journey with competence and care, allowing you to enjoy peace of mind as you approach retirement.
National Social Security Advisors (NSSA) and its advisors are independent professionals and are not affiliated with, employed by, or acting on behalf of the Social Security Administration (SSA). The guidance and information provided by NSSA advisors are for educational and planning purposes only and do not constitute legal, tax, or guaranteed benefit determinations from the SSA. For official Social Security information, please visit ssa.gov.
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.