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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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Tips for preventing fraud

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Tips for preventing fraud

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Fraud and cybercrime are serious threats, so constant vigilance is key. RubinBrown Advisors plays an important role in helping safeguard your assets, but you can also take action yourself to protect and help secure your information. This checklist summarizes common cyber fraud tactics, as well as security tips and best practices. Some suggestions may be things you’re doing already, whereas others may be new to you. We also cover actions to take if you suspect that your personal information has been compromised. If you have questions, we’re here to help. 

To read our full article, click here:
Tips for Preventing Fraud

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