We help clients evaluate appropriate strategies and coordinate implementation with their attorneys, CPAs and other professional advisors.
About Rubicon Financial Group
At Rubicon Financial Group, we believe navigating financial decisions should feel clear, practical, and tailored to your life. Whether you’re running a business, preparing for a transition, planning for retirement, or thinking about your family’s future, our role is to help you identify your priorities, understand your options, and connect with the right professionals and resources to help you move forward with confidence.
Supporting You Through Every Stage
For business owners, that means helping you think through the entire lifecycle of your business—from Start Strong and Grow & Scale to Prepare for Transition, Retire Confidently, and Leave a Legacy. We help you identify important financial considerations, explore strategies, and coordinate with the appropriate professionals, including CPAs, attorneys, insurance professionals, and unaffiliated investment advisers.
Your business is more than a balance sheet. It represents your time, energy, vision, and years of hard work. We help you organize the complex financial issues surrounding your business so you can make informed decisions and connect with the professionals who can help address them.
Planning for Retirement with Confidence
Retirement brings a different set of financial questions: How much can you comfortably spend? How should income be generated? How can you manage risk, taxes, and longevity? We help you identify the issues that matter and, when appropriate, evaluate and connect you with unaffiliated registered investment advisers and other qualified professionals who can provide the services suited to your individual needs.
Depending on your circumstances, conversations may include approaches such as the 4% rule, dynamic Guardrails strategies, withdrawal-order planning, or the bucket strategy. Our focus is not on prescribing a particular investment strategy, but on helping you understand the questions to ask, the resources available, and the professionals who may be best equipped to help implement an appropriate strategy.
Connecting the Pieces
Financial decisions rarely exist in isolation. Business planning, retirement, insurance, taxes, estate planning, and investments can all affect one another. That’s why we take a coordinated approach—helping you organize your priorities and make connections with the appropriate professionals, including investment advisers, attorneys, CPAs, and insurance professionals.
Through our investment-advisory referral role, RFG helps prospective clients evaluate and select unaffiliated registered investment advisers and facilitates introductions or referrals when appropriate. RFG itself does not provide portfolio management, financial planning, securities portfolio construction, discretionary investment management, trading authority, tax advice, legal advice, or custody of client assets. RFG may separately offer insurance products and insurance-related services when appropriate. Insurance compensation may be received by Marvin Phillip Caldwell, Jr. through Rubicon Holding Company, LLC.
At the end of the day, our goal is simple: to simplify the complex, reduce uncertainty, and help you connect the right pieces of your financial life. We walk alongside you through each stage, helping you identify priorities, explore options, and build a network of trusted professionals to support the life and future you’re working toward.
Ready to take the next step? Let’s talk about your goals, your challenges, and the financial questions that matter most to you. Schedule a consultation with Rubicon Financial Group and discover how we can help you gain clarity, evaluate your options, and connect with the right resources and professionals.
