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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 | May 19, 2023

Ep 008: Finding PEACE in Divorce with Collaborative Law

Listen to this informative Taking Control of Your Financial Life episode with Jeff Wasserman about collaborative divorce.
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Julian Rubinstein | May 19, 2023

Ep 007: Due Diligence when Looking for an Attorney

Listen to this informative Taking Control of Your Financial Life episode with Erika Deutsch Rotbart about choosing and attorney and payouts.
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Julian Rubinstein | May 19, 2023

Ep 006: Catering to Your Clients

Listen to this informative Taking Control of Your Financial Life episode with Joseph Santiago about focusing on client’s needs.
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Julian Rubinstein | May 19, 2023

Ep 005: Merging Business and Law to Achieve Business Goals

Listen to this informative Taking Control of Your Financial Life episode with Kimberly DeCarrerra about merging business and law for the benefit of her clients.
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Julian Rubinstein | May 19, 2023

Ep 004: Accessing Finances for Long Term Care

Listen to this informative Taking Control of Your Financial Life episode with Howard Krooks about Medicaid planning.
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Julian Rubinstein | May 19, 2023

Ep 003: Finding Your Zone of Genius

Listen to this motivating Taking Control of Your Financial Life episode with Paige Papaioannou about success and work/life balance.
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Julian Rubinstein | May 19, 2023

Ep 002: Financial Planning and Divorce

Listen to this informative Taking Control of Your Financial Life episode with Robin Bresky about proper financial planning throughout each stage of a divorce.
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Julian Rubinstein | May 19, 2023

Ep 001: Helping People Sleep at Night

Listen to this information Taking Control of Your Financial Life episode with Everett Sussman about why NOW is the time
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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.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

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