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.


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.

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