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 FINANCIAL PLANNING

WEALTH MANAGEMENT

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Offering Securities & Investment Advisory
services to businesses
and individuals
...more

 

 

 

 

 

 

 

 

 

 

In addition to offering high quality financial services, I’m a financial coach who puts my clients’ interests first, looks at the big picture and develops customized strategies to help my clients reach their goals with confidence.

– Dianne Woon, CFP®, AIF®, RFC, Owner & Financial Planner for Rubicon Financial Partners

 

 

 

 


          How will you support the people who help you work for your goals?

As a business owner, you understand that company benefits are one of the best ways to support your staff. Benefits increase the economic security of employees as well as attract and retain quality personnel. However, owners must balance the benefits of these programs with their inherent costs. Through its advisors, Rubicon Financial Partners can assist you in a decision-making process that helps balance your business’s health with your own well being.

Rubicon Financial Partners offers

401k and Retirement Plans

 

Group Insurance including Medical, Dental, Vision, Cafeteria

 

Life Insurance and Disability

 

 

 

 

 

©Rubicon Financial Partners, 2007. Advisory Services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. Rubicon Financial Partners and the above firms are independent and non-affiliated. Important Disclosure.

This site is published for residents of the United States only. Rubicon Financial Partners may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. The materials in this web-site should not be considered an offer or solicitation to buy or sell securities. Past performance is no guarantee of future results. Important website information