Our Services

The Rubino Financial Group provides assistance and expertise in the following areas:

Retirement Plans

Managed Accounts
401(k)
403(b)
Pension Rollovers
Simple IRA
Profit Sharing Plan
Traditional IRAs
Roth - IRAs

College Funding/Beneficiary Investments

529 Plans
UGMA (Uniform Gift to Minors Act)
UTMA (Uniform Transers to Minors Act)

Investments

Certificates of Deposit Common Stock
Convertible Bonds
Corporate Bonds
Municipal Bonds
Full Service Brokerage Accounts
Government Securities
Treasury Securities
Mutual Funds

Annuities

Fixed
Variable

Insurance

Disability Income
Health
Term Life
Variable Life
Long Term Care

Alternative Investments

Real Estate
Leasing
Energy - Oil, Gas, Coal
Precious Metals - Gold, Platinum, Silver

Planning

    * Estate Planning
    * Financial Planning
    * General Tax Strategies
    * College Funding
    * Retirement Planning
    * Business Planning
    * Asset Allocation Strategies
    * Tactical Asset Allocation Strategies
    * Key Man Planning
    * Executive Benefit Planning
    * Wealth Accumulation Strategies
    * Planning from a NET Perspective