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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.

– Dianne Woon, CFP®, AIF®, R, Owner & Financial Planner for Rubicon Financial Partners

 

 

 

 


Rubicon Financial Partners offers comprehensive financial planning and related services for every phase of your life. Through our advisors, we assist you in taking care of financial matters so you can focus on what’s most important to you—your small business, your family, your dreams, your goals.

Services are provided by CFP® certificants, AIF® Designees and Registered Financial Consultants (R) who strive to provide the highest level of professionalism and service.

Our holistic approach is well-suited for self-employed and small business owners who need to get that extra edge. Through our advisors, we focus on your financial health so you can focus your energies on achieving the kind of balance you seek in your life.


Most of all, Rubicon Financial Partners is committed to its clients. We will always be there for you, and our advisors will always put your interests first.


 

 

 

 

©Rubicon Financial Partners, 2007. Advisory Services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. Rubicon Financial Partners and the above firms are independent and non-affiliated. Important Disclosure.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts. Important website information