We have received your information!
Thank you for your interest in having our team review your situation and send a personalized video that walks through your retirement situation.
This message is to let you know that we DID receive your answers, and we will get started on creating that video for you soon.
We are currently running at roughly a 3-4 business day turnaround time, but we will get something out to you ASAP.
Want To Skip The Wait?
Find time on the calendar below to book an introductory call directly with one of the partners here at Rubino & Liang Wealth Partners to discuss your concerns, dilemmas, and your ultimate wish list for retirement.
This thorough question-and-answer session is dedicated solely to you, and will help us create a solid foundation on which to build our next step in the process.
Still Have Questions? Keep Reading...
What makes us different from other financial advisors?
There are three really important things about our firm that separate us from others:
1. All we do is retirement planning. We are retirement specialists with a simple goal of making sure you don’t run out of money.
2. We limit the number of new clients we take on so we can ensure that our clients receive massive value and personalized service.
3. We invest in industry-leading technology to simplify our clients’ lives, so our retirement plans work every day of the year, so you don’t have to.
Do you offer an hourly or one-time project fee option?
We do our best work with people looking for a long-term relationship. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project fee option.
If you need help locating a financial planner who offers these fee options, send us a note and we will do our best to get you in the right hands.
Why should I consider hiring Rubino & Liang Wealth Partners?
If you’re looking for someone who will simply trade stocks to “beat the market,” you’re in the wrong place.
But if you are interested in things like lowering your tax bill, investing smarter, and creating a reliable income stream in retirement, you’re in the right place.
Can you meet virtually?
Yes! While many of our clients are in Southern New England, we work with retirement savers all over the United States.
Our firm is equipped to meet with clients and potential clients through the video conferencing software, Zoom.
Each virtual meeting is protected by a complex, unique password and we adhere to the strict security guidelines necessary to protect your privacy.
Step #1 - Schedule Your 15 Minute Phone Call
The purpose of this call is to answer your questions and ensure our expertise matches your needs.
Think About It!
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say “yes.”
Boston area office
189 Wells Avenue, 3rd Floor Newton, MA 02459
Disclosure
Office Phone
Phone: (617) 630-8787
Fax: (617) 630-8325
