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Wealth Advisory Services


Whether it’s building a comfortable retirement, establishing a legacy for your loved ones or simply generating wealth, we all have goals in mind.

How successful you are in achieving your financial goals depends on establishing a plan along with the people you trust to implement it.

The mission of RubinBrown’s Wealth Advisory Services Group is to assist and advise you in achieving both your personal and financial goals.

This entails developing wealth accumulation, preservation, and disposition strategies encompassing your personal goals as well as your family and business goals.

RubinBrown’s Wealth Advisory Services experts help you:

  • Marshall your assets and important financial information in one place
  • Identify and prioritize both short-term and long-term goals
  • Develop solutions using a very experienced team that integrate income taxes, estate taxes and investment strategies
  • Set goals and implement your plans
  • Monitor the planning process to meet your objectives


Wealth Advisory Newsletter

RubinBrown's Wealth Advisory experts publish quarterly newsletters on various wealth planning topics.  To view these newsletters, please click on the links below.

Wealth Advisory E-News - Fourth Quarter 2015 

Wealth Advisory E-News - Third Quarter 2015   

Wealth Advisory E-News - Second Quarter 2015

Wealth Advisory E-News - First Quarter 2015 

Tax Planning & Preparation

  • Estimated Tax Projection
  • Forward Tax Planning
  • Personal Tax Return
  • Tax Deferral & Reduction

Financial Consulting

  • Building Net Worth
  • Comprehensive Plans
  • Company Benefit Opportunities
  • Goal Setting

Cash Flow Planning

  • Budgeting & Cash Management
  • Debt Reduction Strategies
  • Liquidity Analysis
  • Personal Financial Statements
  • Stock Option Exercise Strategies

Retirement Planning

  • Asset Reallocation
  • Developing Projections
  • Long Range Planning
  • Planning for Distributions
  • Pre-Retirement Considerations
  • Retirement Cash Flow Needs

Investment Management

  • Asset Allocation
  • Developing Goals & Strategies
  • Investment Education
  • Investment Policy Statement
  • Monitoring Investment Managers
  • Selecting Investment Managers

Estate Planning

  • Document Review
  • Estate Tax Projections
  • Gift Planning
  • Meeting Dependents’ Needs
  • Property Ownership Considerations
  • Tax Savings Strategies

Education Funding

  • Allocation Strategies
  • Developing Strategies
  • Finding Outside Sources
  • Projecting Needs

Charitable Giving

  • Form of Giving
  • Planning Techniques
  • Tax Considerations
  • Use of Trusts

Risk Management Consulting

  • Asset Protection Planning
  • Cost Saving Techniques
  • Life Insurance Needs
  • Property & Casualty Insurance Analysis
  • Tax Structure

Family Office

  • Bill Paying
  • Cash Flow Tracking & Reporting
  • Investment Tracking Services
  • Tax Return Planning & Compliance

12/04/2015

Focus on Social Security: Changes Coming with the Bipartisan Budget Act of 2015


Since the passage of the Senior Citizens Freedom to Work Act of 2000, social security beneficiaries were allowed to employ the “File and Suspend” and “Restricted Application” strategies, either exclusively or in conjunction, to attempt to maximize their social security benefits. The Bipartisan Budget Act of 2015 contained changes to the Social Security program that eliminated these claiming strategies.

08/02/2012

Focus On Estate Planning: Time May Be Running Out On Major Estate Planning Benefit


While many sunsets are fantastic, there is one on the horizon that could prove costly to your estate.

06/27/2011

Focus On Retirement Plan Administration: Can an Employee Stock Ownership Plan (ESOP) Help You Finance the Sale of Your Business?


Obtaining financing to fund and operate a business in today’s economic climate can be challenging. It may be even tougher for the owner of a closely-held business to find a buyer with sufficient financing to purchase the business.

All Wealth Advisory News

We have compiled online resources that may be helpful to you or your business. You may wish to bookmark this page for future reference.

EstatePlanningLinks.com

EstatePlanningLinks.com is a link to wealth preservation resources on the Web. For consumers and estate planning professionals, this site contains hundreds of well-organized, time saving links to estate planning, elder law, tax and related Web sites.

 

MSN's Save for College

This site provides information regarding estate, retirement and college planning. The site explains saving for college, prepayment, savings and savings bonds.

 

SeniorResource.com

SeniorResource.com is an excellent site to find definitions of commonly used terms in estate planning. Topics on the site include comparing costs for different housing options, estate planning and trusts, home sale capital gains exemption, reverse mortgages and Social Security.

 

SmartMoney.com

SmartMoney.com provides information on college, retirement and estate planning. By downloading Microsoft Virtual Machine, you gain access to planning worksheets and calculators.