Rubino & Liang Wealth Partners

Your Retirement Plan Should Be

Working Every Day of the Year, So You Don't Have To

Wealth Management & Income Planning Helping You to and Through Retirement

As Featured In:

YOU SHOULD ENJOY YOUR RETIREMENT, DOING WHAT MAKES YOU HAPPY.

Travel, time with family, or enjoying things you didn’t have much time for when working; you should ENJOY your retirement, choosing to do what makes YOU happy.

Managing Your Own Wealth In Retirement Can Be Overwhelming.

Choosing investments, research, and deciding what to sell (and when!) can take hours per day, and cause significant stress.

THAT’S WHY WE CREATED THE 365 RETIREMENT PLAN

The world of retirement planning has changed, and the old tools weren’t built for today’s challenges.

Retirement in today’s world faces unprecedented challenges, and operates according to a new set of rules.

Central bank interest rate manipulation, high-frequency trading, high debt, market volatility, and geo-political threats all make retirement planning more complex than ever.

You Need a Fluid Strategy to Navigate Today’s Retirement Landscape

RETIREMENT TODAY OPERATES ACCORDING TO A NEW SET OF RULES, AND YOU NEED A STRATEGY THAT IS FLUID ENOUGH TO MOVE WITH THE EBBS & FLOWS THAT ARE HAPPENING IN TODAY’S WORLD

About Rubino & Liang Wealth Partners

For over two decades, Rubino & Liang Wealth Partners has been serving clients in and around New England. 

Our experienced team of retirement and financial advisors offers real solutions to your financial challenges, both today and in the future.

Our Priority is Your Financial Well-being

We ensure you get the best financial care possible through a team approach, including our attorney and CPA partners who help complete your financial picture. We take care of your financial future so you can focus on what you love.

How We Help With Your Retirement Goals

Our retirement planning process is designed to create a personal relationship with you, taking the time to truly understand your unique personal and financial situation.

From discovery to recommendations and implementation, every step is designed with you in mind, and built to work for you, every-day of your retirement, 365 days a year.

Analyze Stage

 

Recommendation Stage

Implementation Stage

 

Maintenance & Monitoring Stage

Where Are You On Your Retirement Journey?

work-optional-thumbnail

Making Work Optional?

Geoff and Kristin aren’t sure when (or if) they want to stop working.


They’ve excelled in their fields and aren’t ready to leave their passions just because they’re nearing “traditional” retirement age...

nearing-retirement-thumbnail

Nearing Retirement

Debbie has four adult children and three grandkids. She owns her home and looks forward to spending more time with family.


With various investment accounts accumulated over the years, Debbie began thinking about retirement, but had a lot of concerns with how to depend on those investments as income...

In-Retirement-casestudy-thumbnail

In Retirement

Harold spent 32 years at his company before deciding to retire. He and his wife Diane look forward to traveling, golfing, and giving back to their community.


His retirement package included a 401(k), stock options, but no pension. He hopes to put these assets to work for a comfortable future...

(Note: These case studies are hypothetical, do not involve a Rubino & Wealth Partners client, and should not be construed as a guarantee.)

Ready to Get Started?

Let’s Chat.

Whether you’re asking when you can retire, how to manage your investments, or if you have enough to leave the impact you want, we’re here to help.

Our 365 Retirement Plan Process™ is designed to build a personal relationship with you, taking the time to understand your unique personal and financial situation. We create customized strategies to help you pursue your retirement goals.