Rubicon Financial Network

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

26 Years

in Business

(480) 820-7177Call Visit WebsiteVisit Website Map & DirectionsDirections2181 E Warner Rd Ste 101Tempe, AZ 85284 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Tempe with Financial Planning Consultants

Chandler (6 miles)
Ahwatukee (8 miles)
Gilbert (10 miles)
Mesa (12 miles)

More Info

Extra Phones

Phone: (480) 820-1998

Fax: (480) 820-1998

Other Links

http://www.rubiconfn.com

http://www.rubiconfn.com/contact.php

Categories

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Investment Advisory Service, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (480) 820-7177

Address: 2181 E Warner Rd Ste 101, Tempe, AZ 85284

Website: http://www.rubiconfn.com

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Rubicon Financial Network

Estate Taxes
Tax Services

Mutual Funds
Investment Securities of Rubicon Financial Network, Stocks, Bonds, CDs, Mutual Fund and Annuities, Real Estate Investment Trusts (REITs)
Bonds

Accounting Services

Financial Planning
Has over 25 years of experience in the financial and estate planning industry. His expertise focuses on providing his clients a custom roadmap for their financial future based upon their individual needs. John is insurance licensed in health, life, disability, and variable products, CA Insurance Lic #0811131. He is a Certified Kingdom Advisor (CKA) and past Board member of the Central Arizona Estate Planning Council. John received his CFP® degree in 1995 from The College of Financial Planning in Denver, CO. Presently, he is a Registered Investment Advisor (RIA) and owner of Rubicon Financial Network.
Retirement Planning
Retirement Planning, 401(k) Rollover, Specialize in Reviewing and Assisting with the Most Advantageous Programs Maximizing Your Retirement While Minimizing Tax Liabilities
Annuities
From stocks, bonds and Exchange Traded Funds (ETFs) to mutual funds and annuities, our firm provides a wide range of investments offered through Equity Advisor Solutions, a division of Equity Trust Company. For our accredited investors, we also offer access to alternative opportunities, i.e. non-publicly traded Real Estate Investment Trusts (REITs). This impressive investment diversity and availability readily complements our commitment to help you select the right investment vehicles for each stage of your financial life.
Long Term Care
Used wisely, insurance can be a powerful tool for replacing income, creating assets, or protecting assets you have already earned. We can help you make the most of your insurance investment, identifying opportunities to lower your insurance costs and leverage your existing policies. As independent insurance advisors, we can offer a wide range of insurance products and services, including life, disability, and long-term care insurance. And most importantly, because we are independent, you know we are working for you, not an insurance company. Our goal is to find the best policies from the best companies for the best prices.
Asset Management
For many clients, our fee-based asset management services provide the ideal opportunity to invest in the markets with added value of professional expertise. As an asset management client, you benefit from professional management and supervision, which is backed by experience and research. Our services for asset management portfolios include assessing your financial situation, including objectives, time horizon and risk tolerance; determining an appropriate asset allocation mix; selecting money managers; actively managing your portfolio; and providing you with comprehensive, easy-to-read reports to monitor portfolio progress.
Living Trusts
Estate Planning Reduce Estate Taxes, Probate Costs, Increase Wealth Transfer To Heirs or Charity, Revocable Living Trusts, Credit Shelter Trusts, Wealth Replacement Trusts
Charitable Remainder Trusts
Whether it is your estate or the estate of a loved one, it takes planning to reduce estate taxes, probate costs, and various administrative hurdles – and to increase the transfer of wealth to heirs or to charity. Because of complex laws and tax codes, estate planning can make a dramatic impact on your financial picture. We can help you consider all your options, which may include revocable living trusts, credit shelter trusts, wealth replacement trusts, and charitable remainder trusts, among others. We work in partnership with your current advisors, accountants or attorneys, or provide professional referrals.

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