Avantax affiliated advisors 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.”

For information about the Financial and Planning Services Lew is licensed in please visit our afiliated website  CLICK HERE


Q. I thought I heard you say you are retired. What gives?
Semi-retired would be a better description.  I have an arrangement with a CPA with National Firm experience, for her to take over a lot of the tax work.  

My focus is more on client strategic planning issues that really should not be handled by the client as a "do it yourself project!"

Such as :

Transitioning from the " Accumulation" stage of life to the, 

"Allocation of portfolio generated income" stage,

while at the same time  

Dealing with Social Security elections, 

while at the same time 

Complying strategically with RMDs (Required annual minimum IRA distributions), 

while at the same time

Being tax wise on charitable giving and legacy issues.

while at the same time​

Many of the financial products and issues you deal with later in life are more complex than those you encountered along the way.


Just saying, this is not a challenge you should approach as a
 "Do It Yourself Project"!



Are we a good fit for each other ?

The clients of this firm feel the most valuable part of our relationship is that Lew serves as a Financial Coach.

A sigificant number of my clients have been with me since the 80's.  

“Together” we will “always” know what are your financial life priorities and will monitor your affairs towards meeting and maintaining those objectives.

"Mr. Rubinstein takes care of your financial business in a relaxed, informal atmosphere that makes you want to kick off your shoes" 
 Dallas/Ft. Worth Business Journal

" A 2011,2012,2013, 2015, 2016 Dallas / Fort Worth Five Star Wealth Manager"
  TEXAS MONTHLY