Rubins Financial Strategies - Financial Services

Financial Services

Harry Rubins, Financial Consultant: Close Up

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

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

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