RubinBrown provides Wealth Management Services through subsidiary RubinBrown Advisors, tailoring our wealth management services based around achieving client’s personal goals & objectives. RubinBrown Advisors performs a comprehensive evaluation of client’s current financial state, then use sophisticated projections considering possible relevant variables to build a detailed plan to assist in reaching financial goals.

In order to achieve your personal goals & objectives, we focus on the following ongoing areas that make up your financial plan:

1. Investment Advisory Services: Through interviews, risk analysis, and candid discussions, we help you define your goals and objectives. These goals and objectives are then used to develop a strategic plan and select suitable investment products to help you reach your goals.
2. Cash Flow Planning: Distributing your assets can be nerve-wracking, especially when navigating all the potential tax-consequence you may face. We work with you to optimize your distributions now and in retirement to meet your needs and be tax-efficient.
3. Charitable Giving: There are many charitable giving vehicles available, each with their own pros and cons. We guide you through the options to ensure you can make the optimal choice for your situation.
4. Tax Planning: Appropriate tax planning is essential for protecting your financial future. We will work on your behalf to ensure your specific tax situation is managed to protect your financial future.
5. Risk Management: Understanding how the use of insurance can help protect your wealth to achieve your personal goals and objectives.
6. Estate Planning: Now is the time to consider how you want to transition your assets to future generations or charitable contributions.

Quality Service, Custom Planning

There is no set model for financial success. That’s why RubinBrown Advisors take the time to understand a client's priorities and create a custom designed plan. Once a client is comfortable with the financial plan, RubinBrown Advisors will implement the strategy and keep in constant contact.

RubinBrown Advisors monitors plans to identify any changes that may be needed to keep on track. Every holding in a portfolio is under ongoing review. RubinBrown Advisors partner with a third-party consultant to perform extensive research and monitor trends in an effort to better understand the fund managers employed and the financial markets in general.

Since needs and goals may change, each client is contacted quarterly, semi-annually, or annually (depending on individual needs) with a full portfolio review to ensure custom plans continue to match goals.