Helping business owners and individuals maximize the value of their life’s work — across the entire business lifecycle.
About
At Rubicon Financial Group, we believe financial planning should feel clear, practical, and tailored to your life. Whether you’re running a business, preparing for a transition, or planning for retirement, our mission is to guide you through every stage with confidence.
For business owners, that means support across the entire lifecycle of your business—from designing benefits and compensation strategies that attract and retain talent, to creating a succession or exit plan that protects the value of what you’ve built. We know your business is more than just numbers—it’s your life’s work, and it deserves a plan that honors the time, energy, and vision you’ve invested.
When it comes to retirement, we help you shift from saving to spending with strategies that create a steady stream of income while protecting your long-term security. This might look like the 4% rule, a dynamic Guardrails approach, smart withdrawal order planning, or the bucket strategy to manage risk and taxes. No matter the method, our focus is the same: helping your money last so you can enjoy the retirement you’ve worked hard for—without the constant worry of running out.
At the end of the day, we’re not just here to manage numbers. We’re here to simplify the complex, remove the uncertainty, and give you the tools and strategies to live with peace of mind. At Rubicon Financial Group, we walk alongside you at every stage, making sure your financial plan grows, adapts, and supports the life you want.
Ready to take the next step? Let’s talk about your goals, your challenges, and how we can create a financial plan that gives you clarity and confidence. Schedule a consultation today and discover how Rubicon Financial Group can help you move forward with peace of mind.
