About Us
Planning Futures
Since 1996, I have helped people to meet long-term goals. Have questions about investments, taxes, retirement, and/or estate planning? Click our link to find a licensed professional.
A Proven Approach
We education people with options with clarifying and structure while explaining the different ways we can help. Then we analyze your goals and compare them to your current situation. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
I have a wide range of finance experience and have what it takes to guide you, with a commitment with ethics and integrity. I am fully licensed and credentialed to where you can count on unbiased recommendations and impartial guidance.
Content Creator
Marcos Rubio
Marcos began his real estate and mortgage career in Sept., 1996 as a Realtor and Mortgage Lender with Realteam Real Estate Center in San Bernardino, CA. He left Realteam in 1999 as he was recruited by a larger mortgage banking firm who also had a real estate division. This gave Marcos a competitive edge and the ability to collect a wide array of industry knowledge compared to other real estate and mortgage companies. With this in mind Marcos has always been committed to teaching and educating his client in the everlasting financial and real estate changes, including financial services. To help more people Marcos created The Financial Evolution Mastery in 2022, to educate everyone with the internet reach.
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
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It is never too early to get started on your investment plans. Information is provided for educational purposes.
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