Russell G. Luce

Senior Partner of Planning Legacies Financial Group

Russell has over 29 years of experience working in all areas of the Financial Industry, including working with clients in Special Needs Planning, Retirement Planning, and Wealth Management.

Next, Russell entered the Insurance and Financial Planning industry with Aid Association for Lutherans, currently known as, Thrivent Finacial for Lutherans in the early 90's as a registered representative and insurance advisor, and in time advanced to a Unit Manager Position.

In 2002, Russell then joined MONY (Mutual of New York) as an Assistant Managing Director of Sales for which he was responsible for training, recruiting, and sales for his region.

Then in 2003, Russell joined Foresters as Managing Director of Insurance Sales, where he built one of the top-producing offices in the Mid-West region.

Afterward, in 2005, Russell returned to the Independent Advisor world to do what he loves best, and that is working with clients to achieve their goals of financial stability.

Finally, in 2008 Russell founded Planning Legacies Financial Group and he likes to say, "Your Legacy Your Choice!"

Exciting News for 2022:  Russell and the Planning Legacies Financial Group have joined forces with an excellent broker-dealer, Silver Oak Securities, Inc. based out of Jackson, Tennessee.  Russell and the team are very excited about the future and he knows it is a bright one. We are home!



Phone (708) 981-3152
Fax (708) 981-3171
Mobile Phone (708) 308-7545