Rubicon Financial Network, Crossover to Financial Freedom, Helping Clients Achieve Financial Goals, Tempe Arizona Rubicon Financial Network, Crossover to Financial Freedom, Helping Clients Achieve Financial Goals, Tempe Arizona

Downloads:   Download Descriptions:
Confidential Estate Planning Questionnaire   Collection of necessary information to begin the trust planning and drafting process.
Initial Appointment Checklist   Suggested list of documents to bring to your first consultation in order to assess your financial situation and determine how we can assist you.
Living Trust vs. Will   A brief summary of the differences between a will and a revocable living trust.
Preparing for an Insurance Exam   Helpful steps to take to best equip you for an upcoming insurance exam.
What You Can Expect From Us   An overview of the areas of service we provide for a client.
Resource Links:   Resource Descriptions:
FINRA's BrokerCheck   Providing the public with information on the professional background, business practices, and conduct of FINRA member firms and associated persons, as well as on firms and their associated persons registered with national securities exchanges that use the Central Registration Depository (CRD).
Orion Client Reporting   Offering clients 24/7 online access to their accounts. View real time account values, performance, and investment positions. Access current and historical account statements and Form-1099s. Create custom reports including; estimated income & monthly dividend reports.
Crown Ministries   A Biblically-based ministry providing numerous tools to help you make wise financial decisions and become free from debt.
Kingdom Advisors   A community of Christian financial professionals integrating faith and practice for Kingdom impact.
Financial Calculators   A selection of financial calculators offered through FINRA to include: Retirement, College Savings, Loans, Savings, 401(k) ‘Save the Max’, and a Kids’ calculator just to name a few.
Website Hyperlink Disclaimer: The websites listed are being provided for information purposes only. Although Rubicon Financial Network assumes the information is factually accurate, we are not responsible for the content as we are not affiliated with and do not endorse, authorize or sponsor any of the listed websites or their respective sponsors.
Financial Network, Financial Planning for Your Future with Our Resources
Rubicon Financial Network AZ, Certified Fiinancial, Board Certified Financial Planner
Rubicon Financial Network is an investment adviser registered in the state of Arizona and
may transact business in states where it is appropriately registered or exempt from registration.

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