Preserve Your Legacy: Strategize for Future Generations

Estate planning plays a crucial role in your comprehensive financial strategy, ensuring that your legacy is secure and aligned with your conservative values. By planning ahead, you gain greater control over how your estate and assets are distributed, make provisions for end-of-life healthcare decisions, and minimize the tax burden on your beneficiaries.

 

Your life, dreams, and legacy embody your core values and should be reflected in your estate plan. Whether you aim to safeguard your family’s future or support causes close to your heart, Bob and his team are dedicated to guiding you through the entire process, providing expert support and strategic advice at every stage.

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No BS… Just straight forward advice

Contact Bob, the Nation’s Predominant Politically Conservative Financial Advisor Today!

Call Bob @ (561) 288-1111

Email Bob @ Bob@RubinWA.com

Or schedule a call below!

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At Rubin Wealth Advisors, we understand that navigating the investment landscape can be daunting, particularly in these times when many feel uncertain about the direction our country is heading. That’s why we’ve incorporated the Nitrogen risk assessment process, a cutting-edge tool designed to align your financial portfolio with your personal risk tolerance.

 

Nitrogen, previously known as Riskalyze, is an innovative software program that precisely evaluates your willingness and ability to handle investment risk, quantifying it as a ‘Risk Number.’ This Risk Number, ranging from 1 to 99, reflects your comfort level with investment risk—the higher the number, the greater your tolerance. The unique aspect of Nitrogen is its reliance on Nobel Prize-winning computational methods, which ensure a high degree of accuracy far surpassing traditional, subjective risk profiling.

This process begins with a questionnaire that you complete, which feeds into Nitrogen’s sophisticated algorithm. The result is a Risk Number tailored specifically to you, offering a clear, objective view of your risk appetite.

But Nitrogen doesn’t stop there. It also assigns Risk Numbers to investment portfolios. This feature allows us to efficiently match your Risk Number with suitable investment options, ensuring that your portfolio is not only aligned with your risk tolerance but is also positioned to maximize potential returns.

In today’s volatile market, where many fear the progressive agenda is threatening the financial stability of our nation, Nitrogen provides a beacon of clarity. It’s a tool that empowers us at Rubin Wealth Advisors to safeguard your interests and investments. It allows us to conduct stress tests and scenario analyses, such as the impact of a bear market or high inflation, ensuring your portfolio remains resilient against uncertainties.

Originating in 2011 and now a market leader, Nitrogen has revolutionized the way risk is assessed in the financial sector. It is widely used by professionals across the U.S., attesting to its reliability and effectiveness.

In choosing Rubin Wealth Advisors, you’re not just selecting a financial advisor. You’re choosing a partner who understands your concerns in these challenging times and who is equipped with the best tools to secure your financial future. Discover your Risk Number with us and take the first step towards a portfolio that reflects your values and goals in this ever-changing world. Schedule an appointment today to explore how Nitrogen can work for you.