ASPIRE + ACHIEVE FINANCIAL FREEDOM
PLOT YOUR fUTURE
ABOUT
Who we are & what we do
Founded in April 2017 by West Point graduate Charles J. Russ, with a home office in Greenville, SC & clients all over the globe, R-axis exists to help people just like you make their goals & ideals a living reality. No matter where you might be in life, we believe that anyone can attain financial freedom with some guidance from a loyal expert & commitment to a clear plan.
Together let's define the imaginary. REAL numbers. REAL relationships. REAL results.
SERVICES
& expertise
RISK MANAGEMENT
Life insurance planning
Long-term care
Disability insurance
Universal & variable life insurance
WEALTH MANAGEMENT
Separately managed accounts
Estate conservation
Mutual funds
Unit investment trusts
Tax planning
Charitable giving
CASH MANAGEMENT
COLLEGE FUNDING
529 plans
RETIREMENT PLANNING
Traditional IRAs
Roth IRAs
Annuities
TAX PLANNING
SMALL BUSINESS GROUP BENEFITS
401Ks
Life Insurance
At R-axis, the best interest of the client will always be first.
/ / CHARLES RUSS
R-axis Founder
Registered Representative
Financial Advisor
By first learning and understanding client goals and objectives, we design comprehensive solutions that not only meet your aspirations, but that also mitigate associated risk with any plan that we may create.
We build long-term relationships with clients so that as your goals change, we can confidently direct you as you make crucial decisions that will actively shape your personal and financial futures. By always putting our clients first, we are able to build and maintain financial plans in line with your values, as well as meet a wide range of client resources, goals, circumstances, and lifestyles.
With an abundance of information, products and opinions available to you, it can be tough to decide whom or what is most beneficial for you when organizing your finances and developing your long-term financial strategy. By working with R-axis, you are guaranteed a straightforward and competent analysis of your current situation. We offer you real numbers, real solutions, real results, and various platforms that will leave you feeling confident in your course on a mindful journey to financial freedom.
PHILOSOPHY
Client service & professional, competent management are at the core of our philosophy
Learn more about why you should consider working with R-axis. View, save, print + share the
FINANCIAL BROCHURE
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charles J. russ
R-axis Founder
Registered Representative
Financial Advisor
CHECK THE BACKGROUND OF FINANCIAL PROFESSIONAL
CHARLES RUSS AT BrokerCheck by FINRA
In April of 2017, Charles began his own personal branch and brand at Intervest, with R-axis Financial Planning and Investments. He is now working with clients all over the U.S., as well as with U.S. expatriates and American military personnel living abroad. He offers comprehensive financial plans that include personal savings and budget management, investments, and detailed risk management strategies.
Charles currently holds the following Financial Industry Regulatory Authority Licenses: Series 6, 63, and 65. He also holds State Health and Life Insurance Licenses from multiple states across the US.
Charles is a member at Israel Metropolitan CME Church, and is a Life Member of the Veterans of Foreign Wars (Post 9534) and the Association of the United States Army (AUSA). He is based out of Greenville, SC, where he grew up. He was born in Indianapolis, IN, where he visits frequently.
In his spare time Charles enjoys working out; traveling; and spending time with his baby boy (Smith) and identical twin sons (Brooks and Bradley).
Charles J. Russ graduated in 2002 from the United States Military Academy at West Point, with a BS in Engineering Management and a Field of Study in Civil Engineering. He was commissioned a Second Lieutenant into the United States Army in 2002.
BIO
Charles attended several Army schools, including the Air Defense Officer Basic Course, Air Assault School, Airborne School, and the Bradley Mechanized Leader's Course. He joined his first unit in Baghdad, Iraq in June of 2003, where he served as a platoon leader for 12 months. He returned to Germany to serve as the Detachment Commander for Task Force Falcon and the OIC for the deactivation of his old. His other assignments include Battery Executive Officer (Delta Battery, 5-7 ADA), Battalion Logistics Officer (5-7 ADA), NATO Plans Officer (EADTF), and Plans Officer (357th AMDD).
In June of 2007, Charles also completed his Masters of Management with the University of Phoenix.
After working for 11 months part-time as a Financial Advisor, Charles received an honorable discharge in June of 2009, when he began his full-time career as an Investment Advisor Representative at Intervest International Incorporated.
It's easy to schedule a
FREE CONSULTATION
OFFICE LOCATION
+ MAILING ADDRESS
710 Laurens Rd., Greenville, SC 29607
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