The Family Organizer Kit

have added peace of mind knowing that your family will have your future wishes in one easily accessible location.

fill out the form below to receive your kit!

FamilyOrganizerKit-Mockup

In today’s world, our lives are constantly evolving from one phase to the next — a new job, buying a house, getting married, having kids, and creating a retirement plan. Once more, all of these events are documented.

These documents are often misplaced or forgotten about until you need them most. Wouldn’t it be nice if you never had to worry about losing or finding them ever again?

We designed the Family Organizer Kit to organize and store all of your vital documents. This checklist provides added peace of mind by helping reduce the stress associated with trying to find a piece of paper that you stored away 15 years ago.

Fill out the form and receive your kit today!

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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.

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