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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®, RFC®, Owner & Financial Planner for Rubicon Financial Partners

 

 

 

 


About Our Name

The expression “crossing the Rubicon” means that one has deliberately crossed a point of no return, that there is no turning back. The saying refers to Julius Caesar’s crossing of the Rubicon River. Once Caesar crossed this boundary, he set in motion events that led to his rule over the ancient Roman world.

 

Rubicon Financial Partners demonstrates unwavering commitment to our
clients. We will never turn back. We are there for you.

"Financial Partners" are trained professionals who advise clients objectively and independently in ways to help accumulate, preserve, and transfer their wealth through each stage of their lives.

 

By offering independent, fee-based financial planning, Rubicon Financial Partners advisors can help you receive appropriate products and services to
fit your needs, not ours. They put your interests first.

 

 

 

 

©Rubicon Financial Partners, 2007. Advisory Services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisors. 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