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Offering Securities & Investment Advisory
services to businesses
and individuals











Financial Planning and Related Services
Financial Planning
Personal Financial Planning
Business Financial Planning
Financial Planning Flow Chart
Life-Changing Events Planning





Business Financial Planning

Where will your business go?

As a business owner, you need to set financial goals so your business stays on the path to success.

Business Financial Planning service includes

a thorough data gathering session to create a personalized business action plan designed with your businessís goals in mind,


periodic review and update meetings to help keep you on track, and


as-needed financial services to help support your plan, such as




o buy/sell agreements,
o risk management,
o defined benefits/pensions, and
o executive benefits.



Financial Planning Flow Chart

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©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 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