Unsure About Your Retirement Situation?
Gain clarity and confidence in your retirement situation with our 365 Retirement Assessment.
You have over $500,000 in retirement savings, and you want to know:
What is the MOST I can spend each year, safely, in retirement?
How do I safely create tax-efficient income from my assets?
Am I taking on more investment risk than I need to?
Out of our thousands of hours of consultations with clients, we always got one question more than any other:
“How much do I need to retire?”
It bugged us to know there are so many people out there who do not have direct access to retirement professionals, and would have this question too.
So we made this short quiz that lets anyone, by taking 3-minutes to fill it out, get completely personalized and professional feedback on this question.
Here's How It Works:
Fill Out The Quiz Questionairre
Take 3-minutes to fill answer a few questions about your situation. This information will be sent directly to one of the partners here at Rubino & Liang.
Receive Your Personalized Video
In 3-4 business days, you'll receive a personalized and professional feedback video based on your situation.
Build Your Plan & Enjoy Less Stress
If you want to continue, work with our team to create a comprehensive strategy that coordinates all aspects of your personal and financial situation.
Answer The Questions Below To Get Started:
Retirement Planning Is Essential But How Do You Prepare?
Everyone’s retirement number is different.
What’s most important is using what you have to your advantage and creating a plan based on your personal situation.
That’s why we’re offering to send you a complimentary video analyzing your plan, showing you where you stand for retirement, and highlighting areas of opportunity to create more wealth.
To get started, just fill out the form above and we’ll send a personalized video to your inbox in 3-4 business days.
Boston area office
189 Wells Avenue, 3rd Floor Newton, MA 02459
Disclosure
Office Phone
Phone: (617) 630-8787
Fax: (617) 630-8325
