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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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Resources & Custodian Sites

Financial advisors can help press you to answer questions you don't want asked, put together a financial plan, identify risks in your portfolio that you might look past, talk you through market volatility and identify your biases.

5 Reasons to Hire a Financial Advisor
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Back to Meet the Team

Michael Bean, CFA, CPA, CFP®

Advisor

Michael Bean, CFA, CPA, CFP®

Advisor

Contact Information

Kansas City, MO michael.bean@rubinbrown.com 816.859.7903

Michael Bean is an Investment Advisor with RubinBrown Advisors. He manages the investment portfolios of high-net-worth individuals and provides comprehensive financial planning services. Michael’s comprehensive approach covers wealth management issues in the areas of tax, estate planning, investment management, corporate stock option planning, insurance and charitable planning. Michael works closely with his clients to understand their individual needs and provide a plan to achieve their goals.

Michael also has extensive experience in mergers and acquisitions having worked in RubinBrown’s Business Advisory Services Group earlier in his career and the acquisitions department of a Fortune 1000 company.

Education

Masters in Accountancy, University of Missouri, Kansas City B.S., Finance, University of Nebraska

Experience

Mergers and acquisitions Portfolio management Public & private business valuations Retirement planning Tax planning for individuals

Professional Organizations

Greater Kansas City Chamber of Commerce Centurions Leadership Program, Class of 2020 Member, CFA Institute Member, CFA Society of Kansas City Member, Financial Planning Association of Greater Kansas City Member, Missouri Society of Certified Public Accountants
1-800-678-3134 Integrated Planning for Life
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