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