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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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Back to Meet the Team

Molly Anstoetter, CPA

Accountant

Molly Anstoetter, CPA

Accountant

Contact Information

St. Louis, MO molly.anstoetter@rubinbrown.com 314.290.3394

Molly Anstoetter is an acountant with RubinBrown. With over six years of experience in the industry, Molly specializes in tax planning and preparation services for investment advisory clients.

Education

B.S. Accounting, University of Missouri, St. Louis

Experience

Tax consulting Tax planning Tax returns preparation Tax services Wealth advisory

Professional Organizations

Member, American Institute of Certified Public Accountants Member, Missouri Society of Certified Public Accountants
1-800-678-3134 Integrated Planning for Life
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