Our Services

What good is the return if you quit before it's achieved?

Taking big risks only works if you have time and resilience. A better approach for midlife investors is selecting investments that will achieve a great return in a shorter time frame, staying in the market through strategic ups and downs.

Don't take risks you can't handle--you'll lose the potential return in the end.

No more being at the mercy of market whims. With our services, you'll save yourself stress and uncertainty and be better prepared to tackle the appropriate risks with successful returns.

At CUBIC Advisors, LLC we provide everything from retirement income planning and fee audits to estate planning and tax services in order to help our clients achieve their financial goals.

• Retirement Income Planning
• Investment Management
• Financial Planning
• Estate Planning
• Tax Efficient Investing
• Risk Management
• Small Business Consulting