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 arrangements with other CPAs and Planners for them to take over as I step away.
Ask me about strategic retirement 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 a,
"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 (The 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"!
A proud history
Many clients of this firm feel the most valuable part of our relationship is that Lew served as a Financial Coach along the way .
A significant number of these clients have been with me since the 80's !
"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
