Rubino & Liang Wealth Partners

Talk to an advisor

Start here

Talk to an advisor

Start here

Audio: 2020 Year End Checklist

In this episode of the Just Don’t Lose The Money Radio Show, Sam and Randy go over a 2020 Year End Checklist, which discusses tax, retirement, portfolio, and estate planning needs!

 

 

Would you like to download a copy of our 2020 Year End Checklist? Simply fill out the information below:



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.

More To Explore

Share This Post

Subscribe To Our Newsletter

Get updates Of Future Posts