CONNECT

Address:

320 10th St Ste 304
Santa Rosa, CA 95401

Phone:

707-542-9449,Toll Free: 800-675-6171

Financial Services

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


LIFETIME RETIREMENT INCOME 

  • Provide strategy on how to make 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.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck