Russ Hodgson, CFP®

President and Managing Principal, Private Wealth Advisor

More About Russ Hodgson, CFP®

With over 30 years as a fiduciary financial advisor, his focus and expertise include portfolio construction, retirement income planning, investment management, and wealth accumulation.

Russel Hodgson, CFP®, is an independent fiduciary financial advisor, owner, and managing principal at Advanced Retirement Strategies. Russ and his team can help you prepare to retire, create a retirement income plan, and manage your investments. Russ is passionate about providing unbiased advice and creating investment and retirement strategies that are driven strictly by the needs and best interests of his clients. With over 30 years of professional experience, his focus and expertise include portfolio construction, retirement planning, wealth accumulation and income distribution strategies. He is passionate about serving his clients and helping them achieve their financial goals.

We work with you, in a fiduciary capacity, to anticipate your life transitions and be financially prepared for them.

Russ earned his B.S. in Economics from the University of Utah and entered the financial services industry in 1987. As a CERTIFIED FINANCIAL PLANNER (CFP) professional, Russ completed comprehensive advanced coursework in a range of financial subjects and continually updates his education to reinforce his commitment to his firm and the clients he serves. To better serve his clients Russ holds his Series 7 and 65 securities licenses, the series 24 principal license, as well as his Life, Health, Disability & Annuity licenses.

When he isn’t at the office working with clients, Russ loves to spend time traveling, hiking, biking and playing tennis with his wife of 30 years and their four children.

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For over 30 years ARS has been trusted to help clients
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Advisory Services offered through ARS Investment Advisors INC., an SEC Registered Investment Advisor. 563 West 500 South Suite 420 Bountiful, Utah 84010.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Russ Hodgson, CFP®

When it comes to taxes, no one likes to pay more than they must. However, most Americans go through the same process every year… and end up missing out.

Broken. Outdated. Inefficient.

The REACTIVE Approach

Most Americans focus simply on paying their taxes; In other words, collect their tax forms, file with their CPA or enter the data into a tax filing software, and wait to find out what they will owe that year. This is a REACTIVE approach to tax planning and could be causing you to pay more than you should.

Strategic. Effective. Logical.

The PROACTIVE Aprroach

As proactive tax planners, this reactive tax planning process is antiquated and inefficient. At Advanced Retirement Strategies, our team works with all our clients to ensure we are taking the necessary steps to either reduce future tax liabilities or maximize tax brackets BEFORE they file their taxes.

This foresight and preemptive planning allows for exponentially more tax savings than would any amount of scrambling with different forms come tax time. 

Request your free portfolio analysis today.

Request a free forensic portfolio analysis to find areas to increase returns and decrease your risk.