This phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a podiatrist if you needed heart surgery!
Work with our team to create a comprehensive strategy that coordinates all aspects of your personal and financial situation. We provide specific recommendations on how to accomplish your retirement goals.
Start feeling confident, content, and secure with your retirement situation. You might even sleep better!
Geoff and Kristin aren’t sure when (or if) they want to stop working.
They’ve excelled in their fields and aren’t ready to leave their passions just because they’re nearing “traditional” retirement age...
Debbie has four adult children and three grandkids. She owns her home and looks forward to spending more time with family.
With various investment accounts accumulated over the years, Debbie began thinking about retirement, but had a lot of concerns with how to depend on those investments as income...
Harold spent 32 years at his company before deciding to retire. He and his wife Diane look forward to traveling, golfing, and giving back to their community.
His retirement package included a 401(k), stock options, but no pension. He hopes to put these assets to work for a comfortable future...
(Note: These case studies are hypothetical, do not involve a Rubino & Wealth Partners client, and should not be construed as a guarantee.)
Let’s Chat.
Whether you’re asking when you can retire, how to manage your investments, or if you have enough to leave the impact you want, we’re here to help.
Our 365 Retirement Plan Process™ is designed to build a personal relationship with you, taking the time to understand your unique personal and financial situation. We create customized strategies to help you pursue your retirement goals.
