Samuel J. Rubenzer

Each of us have a different vision of what it means to be financially secure. Those visions often change throughout our lives with new careers, children, or entering retirement. We work with our clients to help them reach their financial goals by creating strategic, unique, and flexible financial plans to protect the people and things they care about most.

We believe in planning with the end in mind, whether that end be kids' education, retirement, charitable giving, or leaving a legacy. To do that, our team takes time to listen and understand what our clients want to achieve, and the time frame they want to achieve it in. Once we have a good understanding of our client's objectives, our team reverse engineers a financial plan to accomplish those objectives.

With sound financial planning and education, we help our clients make well-informed decisions and hope to establish trusting and long lasting relationships. We look forward to helping you create a personalized financial plan that is deeply rooted in your beliefs, addresses your hopes for the future, and evolves with you and your family over time.

Let us help you ensure your financial future is all you want it to be!