Our firm is equipped to deal with the myriad of challenges facing today’s pre- and post-retirees face. In the past, estate planning meant something as simple as getting a new will. Today, estate planning could be considered estate management. This could include anything from updating your old will to protecting your estate from estate taxes. It could also mean making sure you have enough money at retirement, or protecting your house from a nursing home disaster.
Our approach is simple: We offer real solutions to today’s problems. We want to make sure you don’t outlive your money and that your assets, both money and real estate, are protected for you and your family.
Sam is passionate about his work and has focused his efforts on what he calls his Two Rules: Rule #1 – Just don’t lose the money and Rule #2 – Don’t forget Rule #1.
Sam believes that risk management and being able to keep your life’s work protected is just as important as growing your money.
Some of Sam’s past achievements include being the recipient of the 1999 Boston Business Journal’s 40 Under 40 award, given to 40 business and civic leaders in the greater Boston area for their outstanding accomplishments in their business communities. In 2000, he also received the prestigious Francis Lowell Cabot award as the Alumni of the Year for the University of Massachusetts – Lowell.
Most recently, Sam was named a recipient of the prestigious Five Star Wealth Manager award. His work has been featured in the Boston Globe, Fortune, Fox Business, MSNBC, the Boston Herald, and many others. He’s been a regular contributor to “Around Town” with Fox News. He is the co-author, along with his partner Richard Rubino, of two books: “No Blood, No Money” and “Just Don’t Lose the Money.” Sam and his wife, Eileen, have four children. In his spare time, he enjoys golfing, skiing and spending time with his family.
Rich specializes in estate planning strategies with a particular emphasis on asset protection. We call this estate management.
The legal strategies Rich recommends are designed to avoid probate, eliminate and/or reduce estate taxes and protect both money and real estate if someone goes into a nursing home. By combining both legal and financial strategies, his expertise is protection of assets for clients and their families.
Rich is a member of the National Academy of Elder Law Attorneys and the Boston Estate Planning Council. Most recently, he was named a recipient of the prestigious Five Star Wealth Management award as seen in Boston Magazine. Rich has published numerous articles in a variety of magazines and newspapers. His work has been featured on MSNBC, the Boston Globe, Daily News Tribune, and many more. Some would consider Rich one of the pioneers of estate planning and asset protection in the greater Boston area . Rich and his partner, Sam Liang, are co-authors of two books, “No Blood, No Money” and “Just Don’t Lose the Money.” Rich and his wife, Winnie, have two children and three grandchildren.
John Conley has been with Rubino & Liang since 1996.
Before entering the financial industry, John served in the United Sates Marine Corps from 1990-1994 and achieved the rank of Corporal Non-Commissioned Officer.
With almost 20 years of experience in the industry, John specializes in strategies to help meet the various needs of clients, such as retirement planning, asset accumulation, college funding and retirement income solutions. He is a Licensed Series 6, 63, 65 and Life advisor in MA, NH, RI, and FL.
John is a resident of Canton. He and his wife, Suzanne, have four children. John enjoys coaching and attending his kids sporting events, volunteering in his community, golfing, and spending time with his family.
John Conley is an Investment Advisory Representative of Retirement Wealth Advisors Inc. (RWA), 501 Baldwin Street Suite 203, Jenison, MI 49428 (800) 903-2562. Investment Advisory Services are offered through RWA.
Rubino and Liang, LLC and RWA are not affiliated.
Ryan Marston joined Rubino & Liang in 2009 so he could help assist pre-retirees and retirees with strategies that allow them to maintain a happy, stress-free lifestyle. Ryan is Series 66 licensed.
After graduating from the University of Connecticut with a major in Economics and minor in Sociology, Ryan entered the financial industry at Banc of America Investment Services.
Ryan currently lives in Sudbury with his wife, Ashley. In his free time, he enjoys maintaining an active lifestyle, running, golfing and spending time with his family.
Ryan Marston is an Investment Advisory Representative of Retirement Wealth Advisors Inc. (RWA), 501 Baldwin Street Suite 203, Jenison, MI 49428 (800) 903-2562. Investment Advisory Services are offered through RWA.
Rubino and Liang, LLC and RWA are not affiliated.
Bobbi has been part of the Rubino & Liang family since 1999.
She wears many different hats at Rubino & Liang. On any given day, you may find her running a seminar, managing social media, planning client appreciation events, giving client support, or simply making sure Rubino & Liang’s office runs smoothly. You may have even heard her on Sam and Rich’s weekly talk show, Just Don’t Lose the Money.
Bobbi holds a BFA from Emerson College and lives in North Easton with her husband and their rescue Chihuahua, Sandy. She enjoys writing books and spending quality time with family and friends.
Beth joined the Rubino & Liang family in 2010.
Rubino & Liang are proud of their exemplary customer service, and Beth is the person who makes sure we live up to those standards, all the way from processing business, to addressing any client concerns or questions.
Beth graduated from Bridgewater State College with a BS in General Management. She lives in Brockton with her husband, three children and spoiled mini-schnauzer, Lucy.
Jeanette, our Director of First Impressions, came on board in 2011.
Jeanette makes sure each person who walks through the doors of Rubino & Liang, whether first- or long-time clients, receives the red carpet treatment. She enjoys interacting with clients and helping the office run smoothly on a daily basis.
Jeanette lives in Mansfield with her husband, two sons, and their adorable rescue dog, Jessie.