FINANCIAL CONSULTATION, PLANNING AND WEALTH MANAGEMENT FOR YOUR LIFE

Whatever your financial goals, whatever your lifestyle dreams, Harry Rubins applies his 25 years of expertise, education and enthusiasm to help you achieve them.

  • Set up, Fund, and Manage Retirement Plans

    • - Individuals and businesses

  • Diversify, Simplify, and Manage Investments

    • - Evaluate, recommend, and manage a broad range of investments

  • Financial and Life Transitions

    • - Inheritance
    - Death of Spouse
    - Divorce
    - Job Changes
    - Retirement

  • Hourly Financial Consultations when you need advice (Click on this link for the Hourly Fee Page)  

  • Lifetime Retirement Income

    • - Making your retirement nest egg last

  • Multi-Generational Planning using 401(k)s, IRAs, and Roth-IRAs

    • - Lifetime and inherited taxable distributions
    - Beneficiary planning and strategies

  • Tax Planning

    • - Keep more of your earnings and investments

  • Risk Management

    • - Creative insurance strategies: life, medical, disability income, executive benefits, and long term care

  • Estate Planning

    • - Transfer personal and business wealth
    - Avoid mistakes with inherited IRAs to achieve maximum tax deferral

We encourage long-term client relationships.

We provide financial strategies in partnership with clients.

To help you create, grow, protect, enjoy, and transfer wealth.