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

 

 

 

 

 

 

 

 

 

 

Financial Planning and Related Services
Financial Planning
Personal Financial Planning
Business Financial Planning
Financial Planning Flow Chart
Life-Changing Events Planning

 

 

 

 


Personal Financial Planning

          
Where do you want to go?

To move forward, you need a destination and a plan to get there. A financial plan is your roadmap to help achieve your goals and dreams.

With a well-thought-out and regularly updated financial plan that integrates all your concerns, you will know what your next step will be.

Personal Financial Planning service includes

a thorough data gathering session,

 

a personalized action plan designed with your goals in mind,

 

periodic review and update meetings to keep you on track,

 

budgeting and cash flow analysis to help you make intelligent day-to-day
financial decisions, and

 

debt management, as needed, to help you regain your financial solvency.

 

 

Financial Planning Flow Chart

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İRubicon 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