Risk Tolerance vs Risk Capacity

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Boston area office

Rubino & Liang Wealth Partners, LLC

189 Wells Avenue, 3rd Floor Newton, MA 02459

Disclosure

Ryan Marston and John Conley are investment adviser representatives of Brookstone Wealth Advisors LLC, a registered investment adviser. Rubino & Liang, LLC, Sam Liang and Brookstone are not affiliated. Insurance and annuities offered through licensed professionals of Rubino & Liang Insurance Agency, LLC. MA Insurance License #1783398.

This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Rubino & Liang Wealth Partners, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc. Insurance and annuities offered through licensed professionals of R & L Insurance Agency, LLC. MA Insurance License #1783398.

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Phone: (617) 630-8787
Fax: (617) 630-8325