| 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. |
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|
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| 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. |
