NICE TO MEET YOU
I'M RUSSEL THOMPSON, CEO
Russel Thompson is a business graduate of Southwest Adventist University. After receiving his bachelors, Russel had the opportunity to work for number one marketing company in the world, Coca Cola. After spending over 10 years at Coca Cola in new product development where he learned how to incorporate, trademark, copyright and market new products. He earned a master’s degree (M.B.A) in Business from the University of Phoenix. In 2008, Russell started his own company called Succeed Consulting Firm that has helped over 1000 small businesses. In 2015, Russel became a Certified Trust Consultant through a series of different trainings and certifications. Seeing that life insurance would play a major role in estate planning. Russel became a licensed insurance rep, financial planner, and tax advisor in 2020. Over the last 10 years, Russel has consulted over 500 clients for Estate Planning and Trust. Welcome to Succeed Consulting Firm.
READ MY STORY
Come Learn All The Tools You Need To Build A Successful Estate
- Estate Planning and Trust Consultation
- Principal Asset Evaluations
- Trust Agreements
- Trust Assets Protection
- Trust Conveyances
- Trust Bill of Sales
- Trust Promissory Notes
- Trust Partnerships
- Trust Beneficiaries
- Trust Investments
- Trust Financial Flow Charts
- Trust Tax Implications
- Trust Education
and much more……………..
Estate Planning Events
We have 4 major Estate planning events every year. We have the Business Trust Workshop, Family Trust Workshop, Investment Trust Workshop and the Private Foundation Workshop. Come learn how to operate through each of these entities in full confidence.
Reserve Your Seat TodayDr. Roland and
Dr. Susie Hill
The 20 / 20 Estate Vision
An estate is everything comprising the net worth of an individual, including all land and real estate, possessions, financial securities, cash, and other assets that the individual owns or has a controlling interest in. Your Estate should include the 4 purposes in life which need to be protected. Your Estate should have a Business Trust, Family Trust, Investment Trust and a Private Foundation. Before setting up your Estate, sign up for the Free Estate Assessment.
Inquire Today
The 20/20 Estate Vision
Creating your Estate from A to Z.
If you want to leave a legacy for your family, you must create your estate. Not just any estate, a well put together tax savings estate. Click the link below to learn about our Succeed Estate Packages.
Select Your Package
Susan Smilianch
Russel Thompson and the Succeed Consulting Firm helped me establish my entire Estate. They trained me on how to use my Trust and how to operate through my Estate.
Bruce Wells
I want to thank Succeed Consulting Firm for bringing structure to my business and to my Estate. I now feel confident to know that my affairs are in order.
Darleneya Robinson
When you don't know, you don't know. I want to thank Succeed for taking the time to educate me in the Trust world. Thanks to Succeed, my assets are now protected.
Why is the Trust the most secure financial instrument on the planet?
The Trust is the most important entity in the Estate. Without it, you cannot protect assets, stay private, avoid probate, avoid frivolous lawsuits, avoid double taxation and regulation. The Trust has several tax benefits as well. This makes a great entity for Estate planning.
Need a Trust to protect your assets?
Most people set up a trust to protect their assets and avoid probate court. But a trust has a lot more to offer. A trust will keep you private, help you avoid frivolous lawsuits, and give you the best tax benefit as well.
Learn About Trust
Tax Planning Vs. Tax Preparation
Is it better to prepare for your taxes or plan for your taxes? Tax planning is always better because of monthly allocation. When you prepare for taxes, you will miss a lot of deductions and unclaimed expenses. But when you hire a professional to do your business accounting, you will see more in tax savings. Get your monthly accounting today.
Need Tax Services
Is your Business and your Assets Insured?
Protect your business and its assets by getting business insurance along with your copyrights and trademarks to protect the brand.
Need a insurance quote
Become a Succeed Member Today
This is the era of partnerships. Succeed is now partnering with business owners that want to earn while they learn. If you are interested, click the link below.
Learn MoreTHE SUCCEED NEWSLETTER
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