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Our Services - An Integrated Approach to Your Goals

With success comes complexity. It can be challenging to get an accurate picture of where you stand. And that may mean lost opportunities – as well as possibly compromising your future goals.

At Werba Rubin Wealth Management, we specialize in bringing all the disparate components of your financial situation into alignment. We work with top Bay Area professionals to help guide your financial success: your investments, your taxes, your present and future cash flow needs, and your wealth transfer opportunities are all taken care of by dedicated, financial professionals.

The critical financial areas we help you address include:

 Investment Consulting
  • Preservation and growth potential of your investments
  • Written Investment Policy Statements
  • Tax-Efficient investment options
Estate Planning
  • Preservation and growth potential of your investments
  • Written Investment Policy Statements
  • Tax-Efficient investment options
  
Tax Planning

  • Effective stock option exercise strategies
  • Charitable trust planning and structuring
  • Tax reduction strategies
 
Retirement Planning

  • Balancing your current and future needs
  • Maintaining your lifestyle in retirement
  • Estate planning opportunities with retirement plans
  
Income and Asset Protection

  • Income replacement insurance
  • Long-term care insurance
  • Asset protection
 
Education Funding

  • Helping fund the education of your children - or even
     your grandchildren
  • Tax-Efficient educational funding

Working together to fully explore your alternatives, we sync all of these elements to help promote confidence in your future while granting you peace of mind, knowing that you now have a clear path to achieving your lifetime financial goals.

 

Retirement Plan Consulting

Review
  • Comprehensive analysis of current strengths and weaknesses
  •Assessment of current fee structure
  •Discover the goals of management for the retirement plan

Design
  • Alternative retirement structures when appropriate
  • Develop proper equilibrium between company finances and employee benefits
  • Reduce liability by maximizing use of ERISA 3(38) fiduciary

Implement
  • Familiarize plan administrators with new software
  • Teach participants about new system and investment options
  • Work with the new retirement vendors to facilitate smooth transition

Education
  • Use Smartplan to help participants choose appropriate risk based portfolios
  • Provide annual meetings live and/or via webinar on market updates
  • Annually review the plan to ensure that it grows with the company

 

 

 
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Securities through Loring Ward Securities Inc., Member FINRA/SIPC #10-086 (04/10)

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