Financial Planning
We Guide Your Financial Future
Investment and retirement advice is everywhere, especially for high-net-worth individuals and families. To make matters more complicated, high-net-worth individuals typically have complex tax situations, diverse investments, and a portfolio of assets that requires specific care. Everyone seems to have an opinion about what you should do with your wealth. Investment firms offer vehicles to grow your money. But even the largest investment firms have an agenda for your money. The smart way to wade through all of this is with a financial services provider where your goals are the main priority. You understand what you want your money to accomplish, where you want it to go, and who will benefit from it when you are no longer able to.
At Rubino, we help you manage your assets through estate planning, tax strategies, and retirement planning to grow and protect your wealth. Through our experts, the only guidance you need is your personal goals—we determine the best strategies to get you there and give you a choice.
Professional direction and advice that manages your wealth with your best interests in mind.
Rubino is a trusted partner
“The best part of working with Rubino is their team! They invest time in getting to know an organization’s unique needs. The staff at Rubino is well versed in their field and keeps up with the changing environment. This gives us the utmost confidence as we call upon them for their guidance and services. It is a true pleasure to work with the team at Rubino.”
Our Services:
- Cash flow planning
- Accounting services
- Withdrawal and distribution planning
- Tax planning
- Risk management
- Insurance review
- Gifting and legacy planning
- Health insurance and ongoing healthcare management
- Charitable giving plans
- Estate document review
- Social Security/Medicare planning
- Estate planning
- Help with starting or selling a business
Rubino—A Full-Service Partner
Retirement Planning
The international tax professionals at Rubino have worked with for-profit and nonprofit groups to plan for taxes abroad and how they will impact domestic revenues.
read morePrivate Wealth Management
We assist nonprofit organizations in developing their financial footing and increasing their organization’s value to have a solid foundation to carry out the vital work they do.
read moreWith the Rubino Team,Anything Is Possible

Insights
At Rubino, we understand the unique strategic and financial issues that nonprofit groups face daily. Reliance on unpredictable income and volunteer workers makes it much more difficult to deliver a consistent product or service.
We can alleviate this uncertainty by developing solid financial strategies that your organization can always count on.
All organizations need accounting services. Where they get it can be the difference between success and failure. Too often, businesses take on accounting services themselves, which may work in the very beginning, but fail as the business grows and financial needs become more complicated.
Instead, choose a scalable approach. Outsourced accounting services provide a framework for growth that will sustain your business years into the future.
Housing authorities must operate with total transparency. The financial documents they produce each year have to be detailed enough to withstand intense scrutiny, which is why many choose an outsourced option.
Rubino specializes in the needs of public housing authorities, and with our expert affordable housing team, your agency can expect reliable guidance and high-quality services that are efficient, timely, and informative.
When your individual income is closely tied to your small business or nonprofit fundraising, there is a tight distinction among personal taxes, financial reporting, and the needs of your organization.
Rubino understands these differences, and we’ve helped many clients manage their financial futures alongside their businesses or other entrepreneurial endeavors.
Healthcare providers have special financial reporting and data security needs. This is why many dentists, chiropractors, physical therapists, and the like turn to Rubino as their financial partner.
With us, you can operate with confidence knowing you have your financial bases covered and concentrate on providing the best possible care for your clients.
An accountant with the right mix of experience and industry knowledge can save you money and time. Rubino has worked with real estate property owners for decades. Accounting in real estate companies shouldn’t be a mystery; we can be your trusted resource.
We help our real estate clients achieve their goals by taking the time to understand their needs and providing the expertise of a large firm with the service of a small firm.
Government contractors are under higher scrutiny because they operate in a field that requires transparency and compliance with shifting regulations. While government contracts can be lucrative and are highly sought after, the firms they get awarded to need to meet these stringent regulations and adjust when they are changed. Merely knowing what all the regulations are and what you need to do to meet them is a job in and of itself.
This is where Rubino comes in. When you partner with us, you can rest assured you will receive quality information and expert advice that keeps you ahead of changes to regulatory and accounting standards.
