Security
Protection for you and your family in every scenario.
We get asked all the time why we called our company Rubbix? Our answer is simple. Most advisors only focus on one aspect of your financial plan (One side of the cube) because they don't know or don't understand the rest of a financial plan. At Rubbix we focus on completing the whole puzzle/cube not just a part of it. Like the worlds famous Rubik's cube there are certain steps you need to follow to solve it. Your financial plan is the same.
The six sides to a quality financial plan are: investments, insurances, cash flow management, tax planning, estate planning and retirement planning. Group Benefits are also a very big part of your financial plan that is often overlooked. Having these steps completed can make a major difference in your finances now and in the future.
We meet with clients on a regular basis to evaluate their whole financial plan. Financial plans do change over time, we are there for you, your family and your business.
Experience
The Rubbix Advantage
Protection for you and your family in every scenario.
Right place, right time, right product, right service, right people.
We do our part to help you sleep at night without financial stress or worry.