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About Us Resources & Custodian Sites Contact Us

Process Overview

RubinBrown tailors our financial management services based around the major life phases that make up a financial plan. We have categorized these stages into four phases, which encompass the general path that we take during our working career, preparing for and then enjoying retirement.

Phases of Portfolio Management

Building A Financial Foundation

Our individualized approach allows each client to have a feeling of control over their financial destiny. At the financial foundation stage, we work together to lay the groundwork for your future goals.

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Preparing for Retirement

Once a foundation has been put into place, several years (at least) before retirement commences, it makes sense to take a step back and take a look at the state of your financial plan and evaluate a few questions.

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Retirement

With the planning steps put in place during your foundation and preparing for retirement phases, putting your goals into action and enjoying your retirement should now go hand-in-hand.

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Managing A Legacy

One aspect of a successful retirement stage is that you start to look beyond your own needs and, for some individuals, consider ways to transition your assets for future generations or charitable contributions.

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Contact Us & Locations

Contact Us & Locations

If you have any questions, feedback, or inquiries, please don't hesitate to reach out to us. A RubinBrown Advisor is ready to provide you with a prompt response. Please contact us through the provided form, or alternatively, you can reach us directly via phone or email:
 

1-800-678-3134   |   info@rubinbrown.com


RubinBrown Advisors has offices in locations across the country, including:

  • Denver
  • Kansas City
  • Leawood
  • St. Louis


For more information, please see below for our market specific contact information and contact details for each of our locations.

Contact Us

Our Offices

Denver Office

1900 16th Street Suite 1700 Denver, CO 80202;
303-698-1883

Kansas City Office

1200 Main Street Suite 1000 Kansas City , MO 64105;
816-472-1122

Leawood Office

4000 West 114th Street Suite 160 Leawood, KS 66211;
913-661-1650

St. Louis Office

7676 Forsyth Blvd. Suite 2100 St. Louis, MO 63105;
314-290-3300
1-800-678-3134 Integrated Planning for Life
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