Financial Consultation, Planning & Investment Management For Your Life


Harry Rubins, Financial Consultant

Harry Rubins
Financial Consultant

Harry Rubins Close Up
  

    
Harry Rubins is a
Financial Consultant
providing financial strategies in partnership with his 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.

Ed Slott, IRA Advisor
Aug. 2006 Article: 
"Leaving an IRA to Charity"
  

The Press Democrat
06/12/06 Article: 
"The ABCs of Contributing to IRAs"
  

The Press Democrat
07/19/04 Article: 
"Beneficiaries Important to Name"
  

    
 Financial Newsletter  
Financial Newsletter, Loose Change

Online Version
Request A Paper Copy

  
 
Education Center

Katelyn Anne Mounts, Click For More Information

Katelyn Anne Mounts
 Future Financial Consultant? 



 
 
 
    
 
   

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. 
 

We've moved our office to a new location. Please visit our Contact page for location details and a map.

 

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. 


Press Release
Read more....
Attorneys and CPAs
Leaving an IRA to Charity
Upcoming Engagement
 
Spring 2007

Saturday
March 10th
9:00am - 1:00pm

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

Ongoing

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. 

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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Securities & investment advisory services offered through Foothill Securities, Inc. 
Member SIPC & NASD for California, Oregon, Arizona, and Nevada

Insurance and employee benefits offered through Rubins Financial Strategies
California Insurance License #0728447

Rubins Financial Strategies & Foothill Securities
320 10th St, Ste 304, Santa Rosa, CA 95401
Map & Driving Directions

(800) 675-6171 or (707) 542-9449
   fax (707)542-9450
Email: hrubins@foothillsecurities.net

Copyright © 2006 Rubins Financial Strategies & Foothill Securities, Inc. & Foothill Securities
All rights reserved