Jack Rabuck (CFP®)
Jack Rabuck focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Baby Boomers
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
Planning Specialties
I specialize in the following three areas:
Cash flow and investment management for retirees and those within 10 years of retirement.
Ultra-high net worth planning, including intergenerational transfer and tax planning.
Business owners, especially those contemplating a liquidity event.
NAPFA Start Date
February 28, 2018