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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 to Choose a Planner
http://www.cfp.net/learn/knowledgebase.asp?id=6

Your Rights as a Financial Planning Client
http://www.cfp.net/learn/knowledgebase.asp?id=13

Do You Need A Financial Advisor?
http://www.iarfc.org/content_sub.asp?n=21

Why Consider Financial Planning?
http://www.iarfc.org/content_sub.asp?n=22

Ten Frequently Asked Questions
http://www.iarfc.org/content_sub.asp?n=30

Significant Retirement Questions
http://www.iarfc.org/content_sub.asp?n=32

Estate Planning Checklist
http://www.iarfc.org/content_sub.asp?n=33

Record and Document Retention
http://www.iarfc.org/content_sub.asp?n=34

Financial Calculators
http://www.dinkytown.net

These calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide. We do not guarantee their accuracy, or applicability to your circumstances.


Useful Articles
'Top 10 Ways to Prepare For Retirement' by U.S. Department of Labor, Employee Benefits Security Administration


'Savings Fitness: A Guide to Your Money and Your Financial Future' by U.S. Department of Labor, Employee Benefits Security Administration



Useful Websites
http://www.cfp.net
http://www.fpanet.org
http://www.fi360.com
http://www.iarfc.org
http://www.capitalanalysts.com
http://www.finra.org/Investors/index.htm
http://www.sec.gov


When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving www.rubiconca.com and assume total responsibility for your use of the sites you are visiting.

 

 

 

 

©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