We help you manage your finances, so your finances don’t manage you.
We believe thoughtful financial planning is about more than managing money—it’s about helping you make informed decisions that support the life you want to build. We bring financial experience to the table while staying focused on what matters most: your future.
Confidence in tomorrow starts with having a clear plan today. We’re here to help you understand your options, navigate important financial decisions, and take purposeful steps toward the goals and experiences that matter most to you.
Meet Our Dedicated Team
Our team at Torimax Financial Group has decades of expertise in a range of financial strategies and solutions. We love helping our clients identify issues or opportunities to reach their goals.
Russell A. Smith CLU, ChFC, CFP
President & CEO
I entered the financial service industry in 1982 and quickly discovered my passion for helping people with estate, financial, and retirement planning. It has become my life’s work.
Over the years I have been able to help thousands of people navigate through investments, annuities, social security and more to provide and protect a dignified retirement lifestyle. Proper retirement planning seeks to minimize risk and still provide market returns. I pride myself in our ability to do just that. In these turbulent economic times, this approach is more important than ever.
My life has been truly blessed as a result of the opportunity to work with retirees from all walks of life and it is my goal to continue to make a difference in their lives.
Kim Valentine
Operations Manager and Executive Assistant to Russell A. Smith
Kim is responsible for overseeing the daily operations of the company departments to ensure that the company’s processes are efficient and effective, and works to improve them when necessary. She oversees all departments and manages the company’s staff.
As Executive Assistant she is responsible for providing administrative support to the President and CEO of Torimax Financial Group . She is also responsible for preparing reports and presentations, conducting research, Assisting with all new client incoming business and performing a majority of other tasks as they present themselves.
Siouxsie Quinto
Customer Service & Document Coordinator
Siouxsie handles all facets of Customer Service, including answering phones ,scheduling appointments, file maintenance , updating client contact data, beneficiary changes, setting up systematic income withdrawals, additional deposits or one time withdrawals. She also generates account statements on request and seeks to solve any customer service issues you might encounter. Technology savvy, she will also lead our efforts to communicate with you efficiently and accurately on current events that may affect you as well as provide timely notifications on any financial issues that affect us all.
Take Each Step with Support from a Process-Driven Approach
Our approach is designed to bring clarity, focus, and purpose to every step of your financial journey. By following a structured process, we help ensure that each decision is made with a clear understanding of your unique needs and long-term objectives. This process can allow us to deliver consistent, high-quality service and empowers you to move forward with confidence.
Strategic Solutions Built on Collaborative Partnerships
At Torimax Financial Group, we’ve established partnerships with trusted CPAs who share our commitment to your success. Working closely with CPAs allows us to integrate detailed tax insights into our financial strategies, giving you a more strategic approach to managing and growing your wealth.
