The Rubin Wealth Advisors team proudly serves conservative business owners who are looking to build wealth and their businesses. Our team takes a personal approach to each client and works diligently to strategically help them navigate transitions and accelerate their wealth according to their individual needs, vision, goals, circumstances, and objectives.
What does my exit look like?
“I’ve always envisioned selling my business and retiring at age 65. I’ve done a good job building the business, my retirement accounts and outside real estate but I’m not sure I want to retire now. I don’t think I’m going to run out of money and I know I’ve outgrown some of my advisors.” -Michael
The choice to retire is both a financial and lifestyle decision. To properly plan for retirement, Michael wanted to have a clearer sense of what retirement meant for him, where he stood financially and his long-term financial projections. Clients, like Michael, who are considering retirement turn to RWA to help project their retirement income and implement a realistic strategy that enables them to retire with greater dignity.