Financial Planning

A strong financial plan brings confidence, direction, and peace of mind — especially when it’s grounded in real life, not just numbers on a page.

At Rubin Legacy Financial, financial planning is never one-size-fits-all. We start by getting to know you: your goals, values, lifestyle, and concerns. From there, we develop a personalized plan that’s both strategic and practical — something you can actually follow and adjust as life evolves.

Whether you’re planning for retirement, managing equity compensation, navigating the complexities of the Israeli financial system, or dealing with the added considerations that come with U.S.-Israel dual citizenship — we bring structure and simplicity to the process. Our goal is to help you make smart financial decisions today that set you up for a secure and meaningful future.

Every plan includes clear action steps, realistic projections, and flexible strategies — so you’re not just dreaming about financial success, you’re moving toward it with purpose.

We specialize in helping U.S. citizens living in Israel coordinate their U.S. and Israeli investments, retirement accounts, and tax strategies into one cohesive financial plan.

See the Big Picture

We help you understand where you stand financially — and where you're headed — so you can make confident decisions with less stress.

Planning You Can Follow

Your plan isn’t just theoretical. It’s practical, personalized, and built to adapt as life evolves — so you can stay on track without feeling overwhelmed.

Planning That Stays on Track

We don’t just hand you a plan — we stay involved, helping you adjust, follow through, and make sure your financial goals become reality.

What We Can Do For You

You might be wondering what financial planning really means in practice. Here are the key areas we work on — all tailored to your needs.

Good planning starts with understanding your numbers. We’ll help you get organized, track spending and savings, and align your income and expenses with your short- and long-term goals.

Whether you’re navigating RSUs, ESPPs or Stock Options, we’ll help you make informed decisions — balancing tax efficiency, diversification, and long-term growth to turn your hard work into lasting wealth.

Planning for retirement isn’t just about saving — it’s about knowing how much you’ll need, when to draw from each account, and how to manage risk and taxes over time. We help you model different retirement paths and create a strategy that supports the life you want to live.

Managing finances as a U.S.-Israel dual citizen comes with complexity — but it doesn’t have to be overwhelming. We bring together your Israeli and U.S. financial lives into one integrated plan that respects both systems and helps you stay compliant.

Your financial plan should reflect the life you want to build — whether that means buying a home, traveling more, or achieving financial independence. We help you define and fund your goals with confidence and intention.

Renouncing U.S. citizenship or green card status comes with complex financial and tax consequences — including the potential for an exit tax. We help you understand the rules, plan proactively, and minimize tax exposure so you can move forward with clarity and control.

Clarity Begins with a Conversation

Reach out today — I’ll walk you through the next steps, answer your questions, and help you move forward with confidence.