We provide comprehensive financial planning and insurance strategies for established professionals and business owners. We help you see the big picture and develop holistic solutions that enable you to take care of the ones you love.
Fee-based financial plans
Our financial planning services provide a fresh perspective on where you are now and where you want to be in the future. We take an active approach to figuring out what you need – and don’t need – so that we can craft a holistic financial strategy customized just for you.
Life insurance is a powerful and versatile tool. It can protect your family, minimize taxes, act as an investment vehicle and serve as a crucial pillar in a philanthropic strategy. It’s a tool that’s widely misunderstood.
If you’d like to learn how life insurance can enhance your plan, we’d be happy to walk you through the details.
Living benefits – Disability and critical illness insurance
Suffering a significant event that leads to a disability or a critical illness could have a major impact on your ability to generate an income. We can take you through the conversations now that will leave you – and your loved ones – ready if the unexpected happens.
How we work
We are often surprised to hear that many people rarely hear from their financial advisor after their plans have been implemented. At Rubach Wealth, we believe in active service. This means being in touch with you regularly, giving you a thorough annual review and being available whenever you have questions to be answered.