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Offering Securities & Investment Advisory
services to businesses
and individuals
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Financial Planning and Related Services Wealth Management
Wealth Accumulation
Wealth Preservation
Wealth Transfer

 

 

 

Wealth Accumulation


           How will you reach your financial and life goals?

We believe Wealth Accumulation is not about making money quickly; itís about having the capital to achieve your dreams.

Whether you want your children to graduate college without the burden of student loans or you want to start your own business in five years, wealth accumulation may be a key part of your financial plan.

Through its advisors, Rubicon Financial Partners offers

Investment Management Consulting

 

Advised Investing

 

Portfolio Design and Analysis

 

Retirement, College, and Emergency Savings Strategies

 

 

 

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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 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