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.