Rubino & Liang Wealth Partners

Another Kind of Independence Day

July 4th is a big day in our country’s history:  Independence Day.  It’s the day we told the Brits we were going to be our own country.  We haven’t looked back since.

Since July 4th is a day of celebration and spending time with our friends and family, I’ll keep this short and sweet.

Why not pick a day and make it your Financial Independence Day?  Here’s what I mean.

I believe that financial independence in retirement starts with your retirement income.  Your income should be there for you always, no matter how long you live.  A good portion of it should be guaranteed.

It means not having to worry about being a burden on friends and family.  It means enjoying what you have so you can spend time with the ones you love on your terms.

It means freedom from constant stress and worry.

So pick a day this summer and make it your Financial Independence Day.

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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