Rubino & Liang Wealth Partners

Family Organizer Kit

FamilyOrganizerKit-MockupIn 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.

HAVE A LIST OF QUESTIONS AROUND YOUR FINANCES?

Thinking about your retirement situation?

Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.

The 365 Retirement Plan Process:

Schedule An Introductory Phone Call

This phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a podiatrist if you needed heart surgery!

Build Your Plan

Work with our team to create a comprehensive strategy that coordinates all aspects of your personal and financial situation. We provide specific recommendations on how to accomplish your retirement goals.

Enjoy Less Stress

Start feeling confident, content, and secure with your retirement situation. You might even sleep better!

Start Building Your 365 Retirement Plan:

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