HOURLY FEE-BASED FINANCIAL CONSULTATIONS
WHEN YOU NEED ADVICE



We all have questions.

Every family, couple, or individual has a unique financial situation, and different financial priorities.

To help you navigate your financial life, and major life changes, I offer fee-based hourly consultations. With my 25 years of experience, I can provide you with:

  • Impartial advice

  • A fresh look

  • A second opinion


Here are just a few examples of some topics and questions I have helped clients with during consultations:

  • Can I afford to retire?

  • I manage my own investments, but am I doing it wisely?

  • I am currently retired and would like to reassess my financial plan.

  • My parents recently passed away. How can I correctly transfer their IRAs?

  • I will soon be divorced. How does that change my financial picture?

  • My spouse recently passed away. I need help with my finances.

  • I have a financial plan, but I would like a second opinion.

  • I shall be receiving an inheritance. How can I best manage this investment?

  • I may be changing jobs or laid off. How best do I manage my 401(k)?

  • Is a Roth-IRA conversion beneficial if I have to pay taxes now?

No question is too simple or too complicated. One or two hours of a consultation can make all the difference for you.

Together we can craft a follow-up plan of action.

Financial advice you can live with.

For an appointment or question email Harry Rubins.