The Rubino & Liang 365 Retirement Plan™ Process

Our approach is simple: We offer real solutions to today’s problems. We want to make sure you don’t outlive your money and that your assets, both money and real estate, are protected for you and your family.

Our firm is equipped to deal with the myriad of challenges facing today’s pre- and post-retirees face. In the past, retirement planning was less complex. Your retirement consisted of the 3-legged stool - a pension, social security and savings. Today, you have a 401k and many American's worry about not having enough and running out of money in retirement.

Your customized 365 Retirement Plan™ will address that. It will assess your current portfolio to see if it can support the income you'll need in retirement. If not, the plan will make suggestions to improve the portfolio. We will then mathematically test that portfolio against the income you will need in retirement. Your365 Retirement Plan™plan will also address estate planning.

What it means is the 365 Retirement Plan™ will give you a blueprint with take-away suggestions on how to grow your portfolio more efficiently, create an income plan to give you reliable and sustainable income, and provide a solid estate plan to protect your family. You will now have the added confidence to enjoy your retirement.

Book your 1-hour consultation time today and get started.

We take this 1-hour appointment to get to know you, give you the opportunity to learn about what we do, and determine if you could benefit from our retirement planning services. (In office or virtual meeting)

Find a time that works best for you to come in for your consultation!
 

Select A Date & Time

Find a time that works for you

 
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Better Business Bureau

Rubino & Liang, LLC.
189 Wells Avenue, 3rd Floor
Newton, MA 02359

Phone: (617) 630-8787
Fax: (617) 630-8325

© 2022 Rubino & Liang. All Rights Reserved.

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This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, tax or investment advice. By contacting our company, you may be offered information regarding insurance and fixed annuity products.

Ryan Marston and John Conley are Investment Adviser Representatives of Retirement Wealth Advisors, Inc. (RWA), an SEC Registered Investment Advisor. Rubino & Liang Wealth Partners, LLC and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Rubino & Liang Wealth Partners, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc. Insurance and annuities offered through licensed professionals of R & L Insurance Agency, LLC. MA Insurance License #1783398.

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