This week PJ invited CEO and founder of ProWealthOne, Mitchell Rubin, to discuss his entrepreneurial background, his insight into the current and future state of the financial service industry, and share advice for individuals just getting started in the business.
Mitchell is best known for his skill in the design, development and skillful implementation of defined benefit plans and other tax-deductible solutions for business owners. His unique planning process is based on his personal motto, “Never pay tax before you absolutely have to pay it, because you may never have to pay it."
Useful links from this episode:
The Tenth Dot
ProWealthOne
Stay Connected:
PJ Shevlin: LinkedIn
Mitchell Rubin, CFP®, AEP®, CPFA®, CFF®: LinkedIn
Disclaimer: Securities and investment advisory offered through NEXT Financial Group, Inc. Member FINRA/SIPC. 11757 Katy Fwy, Ste. 1300-B, Houston, TX, 77079, 281-542-4400. Prowealthone is not an affiliate of NEXT Financial Group, Inc. Offering securities and investment only to clients residing in Arizona, California, Connecticut, Florida, Georgia, Maryland, New Jersey, New York, Ohio, Pennsylvania & Texas.
This week PJ invited CEO and founder of ProWealthOne, Mitchell Rubin, to discuss his entrepreneurial background, his insight into the current and future state of the financial service industry, and share advice for individuals just getting started in the business.
Mitchell is best known for his skill in the design, development and skillful implementation of defined benefit plans and other tax-deductible solutions for business owners. His unique planning process is based on his personal motto, “Never pay tax before you absolutely have to pay it, because you may never have to pay it."
Useful links from this episode:
The Tenth Dot
ProWealthOne
Stay Connected:
PJ Shevlin: LinkedIn
Mitchell Rubin, CFP®, AEP®, CPFA®, CFF®: LinkedIn
Disclaimer: Securities and investment advisory offered through NEXT Financial Group, Inc. Member FINRA/SIPC. 11757 Katy Fwy, Ste. 1300-B, Houston, TX, 77079, 281-542-4400. Prowealthone is not an affiliate of NEXT Financial Group, Inc. Offering securities and investment only to clients residing in Arizona, California, Connecticut, Florida, Georgia, Maryland, New Jersey, New York, Ohio, Pennsylvania & Texas.