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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Podcast

Julian Rubinstein | Jun 30, 2023

Ep 021: Asset Protection for the Middle Class

Listen to this informative Taking Control of Your Financial Life episode with Jason Neufeld about Medicaid planning.
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Julian Rubinstein | Jun 20, 2023

Ep 021 'Qualifying for College Financial Aid When You Think You Make Too Much' with Seth Greene

Listen to this informative Taking Control of Your Financial Life episode with Seth Greene about college and financial aid.
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Julian Rubinstein | Jun 2, 2023

Episode 019 ‘Life After Debt’ with Marcus Garrett

Listen to this inspirational Taking Control of Your Financial Life episode with Marcus Garrett about life after debt.
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Julian Rubinstein | May 19, 2023

Ep 017: Finding the ‘Perfect Fit’ Franchise

Listen to this informative Taking Control of Your Financial Life episode with Marty Greenbaum about franchising.
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Julian Rubinstein | May 19, 2023

Ep 016: Helping Clients Grow Their Business

Listen to this informative Taking Control of Your Financial Life episode with Jared Stark.
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Julian Rubinstein | May 19, 2023

Ep 015: The Last Gift You Can Give Your Kids

Listen to this informative Taking Control of Your Financial Life episode with Robert Schwartz about estate planning.
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Julian Rubinstein | May 19, 2023

Ep 014: Own Nothing, but Control Everything

Listen to this informative Taking Control of Your Financial Life episode with Hillel Presser about protective entities.
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Julian Rubinstein | May 19, 2023

Ep 013: Define Where You Are Going

Listen to this informative Taking Control of Your Financial Life episode with Rocky Lalvani about small business and profits.
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Julian Rubinstein | May 19, 2023

Ep 012: Dispute Resolution & Mediation

Listen to this informative Taking Control of Your Financial Life episode with Ana Cristina Moldonado about mediation.
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Julian Rubinstein | May 19, 2023

Ep 011: Dynasty Trust and Protecting Your Assets

Listen to this informative Taking Control of Your Financial Life episode with Justin Mooney about dynasty trust and protecting your assets.
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Julian Rubinstein | May 19, 2023

Ep 010: Immigration and Finance and The Importance of Planning

Listen to this informative Taking Control of Your Financial Life episode with Edsel Machado about immigration law.
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Julian Rubinstein | May 19, 2023

Ep 009: Family Inclusion in Wealth Planning and Management

Listen to this informative Taking Control of Your Financial Life episode with Evan W. Turk about family wealth management.
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Office

150 East Palmetto Park Road
Suite 800
Boca Raton, FL 33432

Contact Info

P | 561-955-8500
C | 561-654-6010
F | 561-955-8500
E | julian@americanasset.com

   

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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