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 Management 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 Management 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

Specialized Services

TAX PLANNING AND PREPARATION    

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

FINANCIAL CONSULTING

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

CASH FLOW PLANNING    

• Budgeting and 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

EDUCATION FUNDING

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

INVESTMENT MANAGEMENT

• Asset Allocation
• Developing Goals and 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

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