Providing
financial strategies in partnership with my
clients to direct, consult, educate and coach on
all aspects of their financial affairs that
influence their life goals. Long term client
relationships are encouraged.
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We've
moved our office to a new location.
Please visit our Contact page
for location details and a map. |
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Speaking Engagements
Mr. Rubins is a
lecturer, educator, and
consultant on retirement planning strategies for
individuals and businesses with special
expertise on inherited IRAs. He is a leading
expert in handling IRAs and 401(k)
distributions, age 70½ required minimum
distribution decisions and inheritance by the
next generation.
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Press Release
Read more....
Attorneys and CPAs
Leaving an IRA to Charity
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| Upcoming
Engagement |
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| Spring 2007
Saturday
March 10th
9:00am - 1:00pm
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Retirement Planning for You and Your Family
Santa Rosa Junior College Community Education
Course #9064
Fee $49
Room 1520, Emeritus Hall, Santa Rosa Campus
Click here for a course description
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| Ongoing
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Understanding
the Importance of Retirement Plan
Beneficiaries
Presentations
to companies for their employees
Contact
us
for additional information or if you
would like to schedule a presentation.
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Financial
Services
- Setting Up
And Managing Retirement Plans
- Multi-generational
Planning For 401(k)s, IRAs And Roth-IRAs
- Managing
Financial And Life Transitions
- Diversification
And Growth Of Investments
- Tax Planning
- Risk Management
- Team Approach
- Estate
Planning
- Complimentary
Initial Financial Consultations are provided
with a choice of commission or fee based
Financial Services
Consultations
Complimentary
initial consultations are provided
with a choice of commission or fee-based
financial services. Fee based services include
hourly consultation, financial planning and
investment management.
Call us at
(800) 675-6171 or (707) 542-9449 to arrange a consultation. You may
also complete our online questionnaire or
e-mail Harry at hrubins@foothillsecurities.net
with questions or comments. We look forward to
hearing from you!
Retirement
And Life Planning
Together we can
develop realistic retirement plans to meet your
life goals.
Education
Center
Our Education
Center includes financial planning related
articles, my quarterly newsletter "Loose
Change", which is available online and by mail (request
a printed copy), as well as online resources.
Here are the most recent articles:
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