Ruddell Financial Service, founded in 2000 by Brett Ruddell, provides detailed financial solutions tailored to individual needs and goals. The firm offers services including financial planning, insurance, and mortgage brokerage, with a focus on wealth building and protection.
Brett Ruddell, a native Texan and UTA graduate, leads the firm and is also the owner of Fort Worth Financial LLC. The firm emphasizes close client contact and community involvement, such as volunteering as an AARP Tax-Aide counselor for 14 years.
Evolutionary financial process
Tailored solutions for wealth building and protection
Community involvement through AARP Tax-Aide volunteering
Services
Financial Planning
Tailored financial solutions addressing clients' specific needs and goals, focusing on wealth building and protection.
Understanding current financial pictureDesigning custom financial approachesStrategies for wealth building and protection
Mortgage Services
Mortgage brokerage and financial planning for home financing.
Life, disability, health, and long-term care insurance solutions.
Life insurance planningDisability income insuranceHealth insurance guidanceLong-term care insurance
Credentials & Certifications
University of Texas at Arlington, Business Finance
Since 2000
United States Air Force
Since 199X-199X
Board Director, NAIFA-FW
Since 20XX
AARP Tax-Aide Volunteer
Since 20XX
Frequently Asked Questions
What is the process for financial planning at Ruddell Financial Service? +
The process involves an initial consultation to understand the client's financial situation, goal setting to design a custom approach, and ongoing review to ensure goals stay on course.
How does Ruddell Financial Service assist with mortgage needs? +
The firm provides mortgage loan origination, refinancing options, and home affordability analysis through its mortgage brokerage arm, Fort Worth Financial LLC.
What types of insurance does Ruddell Financial Service offer? +
The firm offers life, disability income, health, and long-term care insurance solutions, tailored to individual client needs.
