What We Do and How We Can Help
Let’s start with a quiz. How would you describe your financial personality?
- I track every penny and have spreadsheets calculating compound interest so I know exactly how much I will have in retirement.
- I work hard but don’t have a plan. I’m just crossing my fingers hoping it’ll all work out.
- Let’s not talk about my finances
Regardless of how you approach your money (A, B, or C) and where you are on your journey to retirement, you need a smart and strategic plan in place so your hard-earned money will last the rest of your life. That’s what we’re here for.
Who We Are
What We Do
It’s simple: we handle the many aspects of retirement planning, such as investment management, creating your own pension or income plan, protecting your assets from future potential long-term care costs, and creating estate plans to protect your assets for your family. In other words, we make your assets work for you so they last throughout your retirement, no matter how long it lasts.
In everything we do, we start with you. For every Boston-area retiree and pre-retiree who comes into our office, we sit down, get to know them, answer questions, and develop a thorough understanding of what matters to them, what keeps them up at night, where they want to go in life, and what challenges and opportunities they face. With that as our foundation, we collaborate with them to design a plan that fits their life and gives them confidence in their future. And we don’t stop there. We continue to build a personal relationship with our clients and walk them through life’s transitions and milestones, evaluating their plan regularly to make sure it’s still working for them.
You won’t find cookie-cutter solutions here. While many of the strategies for building a more successful retirement are the same, when and how we implement them may change based on your individual circumstances.
Who We Serve
While we serve a wide range of clients, most of them have this in common: they are hardworking middle-class people who are dedicated savers and accumulators. A majority of our clients are in the proverbial retirement Red Zone, those pivotal 5-10 years before and after retirement. They know how to save, but they don’t have a plan to build their wealth and withdraw it wisely in retirement. They don’t want the biggest house or flashiest car, just a chance to live out their version of the perfect retirement day, every day.
What Makes Us Different?
You can find financial advisors left and right, so what sets us apart from the rest? Why did the thousands of clients we’ve served over the years choose to trust us to guide them in and through retirement? We think it comes down to the name of our long-running radio show, Just Don’t Lose the Money. People want to make sure their money lasts as long as they do, and they come to us because they know we make achieving that goal a priority. Our unique education approach and 5-step planning process results in a customized 365 Retirement Plan that allows our clients to retire comfortably with added peace of mind.
About Rubino & Liang Wealth Partners
We are an independent wealth management firm serving pre-retirees and retirees in the Boston metro area. For over 25 years, the firm has been dedicated to helping their clients find real solutions to their financial challenges so they can achieve their ideal retirement.
Ready to Get Started?
Let’s take some time to talk about the money obstacles you may be facing.
Use this calendar to schedule your 15 minute complimentary introductory call directly with either Sam, John, or Ryan of Rubino & Liang Wealth Partners. We’ll use this time to get to know you and your needs.