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 FINANCIAL PLANNING WEALTH MANAGEMENT CORPORATE BENEFITS CREDENTIALS RESOURCES CLIENT LOGIN
 
   
  Offering Securities & Investment Advisory
services to businesses
and individuals...more
         
        In addition to offering high quality financial services, I’m a financial coach who puts my clients’ interests first, looks at the big picture and develops customized strategies to help my clients reach their goals with confidence and peace of mind.
– Dianne Woon, CFP®, RFC, Senior Financial Advisor for Rubicon Financial Partners
 
   
  How to Choose a Planner
http://www.cfp.net/learn/knowledgebase.asp?id=6

Your Rights as a Financial Planning Client
http://www.cfp.net/learn/knowledgebase.asp?id=13

Do You Need A Financial Advisor?
http://www.iarfc.org/content_sub.asp?n=21

Why Consider Financial Planning?
http://www.iarfc.org/content_sub.asp?n=22

Ten Frequently Asked Questions
http://www.iarfc.org/content_sub.asp?n=30

Significant Retirement Questions
http://www.iarfc.org/content_sub.asp?n=32

Estate Planning Checklist
http://www.iarfc.org/content_sub.asp?n=33

Record and Document Retention
http://www.iarfc.org/content_sub.asp?n=34

Financial Calculators
http://www.dinkytown.net


Useful Articles
'Top 10 Ways to Prepare For Retirement' by U.S. Department of Labor, Employee Benefits Security Administration

'Savings Fitness: A Guide to Your Money and Your Financial Future' by U.S. Department of Labor, Employee Benefits Security Administration


Useful Websites
http://www.cfp.net
http://www.fpanet.org
http://www.iarfc.org
https://capitalanalysts.com/
http://http://www.finra.org/InvestorInformation/index.htm
http://www.sec.gov


 
 
   

©Rubicon Financial Partners, 2007. Securities and Investment advisory services offered through Capital Analysts Incorporated, Member FINRA/SIPC. Rubicon Financial Partners and Capital Analysts Incorporated are independent non-affiliated entities. Important Disclosure.

This site is published for residents of the United States only. Rubicon Financial Partners may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. The materials in this web-site should not be considered an offer or solicitation to buy or sell securities. Past performance is no guarantee of future results. Important website information