integrated planning for life
hands framing sun

Personal Financial Planning Services

Everyone needs a financial plan. Whether you are just starting out or deciding how to best preserve that which you have accumulated for future generations, your objectives are more likely to be accomplished with a clear direction that considers all aspects of your life…in an integrated approach.

As experienced professionals, we know the most rewarding financial plans include the successful integration of your goals, resources, stage of life and tolerance for risk. To ensure this happens, we have built a veteran team of specialists that includes investment advisors, attorneys, certified public accountants and insurance professionals to help you:

  • Establish and quantify both short-term and long-term goals
  • Gather financial information
  • Determine your current net worth
  • Provide alternatives to aid you in achieving your goals and review the advantages and disadvantages of each with you
  • Counsel you in goal setting and the implementation of plans
  • Monitor the planning process to meet your objectives

Related Horizons Magazine Articles

Integrated Planning For Life thumbWhat Does it Mean to Provide “Integrated Planning for Life”?

by Bob Jordan, CPA, PFS & Steve Wisniewski, CFP®
Google the word “integrated financial planning” and you will receive more than three million hits. It’s not surprising, because the notion that true financial planning could be accomplished on anything other than an integrated basis is preposterous.

Murky World Of Medicare thumbThe Murky World of Medicare

by Carolyn Bunch, PAHM
Are you one of the 3.6 million Americans becoming Medicare eligible this year? Many people are surprised to find out how complicated the transition to Medicare can be. Each individual situation is a bit different and there is not a clear road map or check list to follow.

Social Security QA thumbSocial Security: Frequently Asked Questions

Clients report to RubinBrown Wealth Advisors that Social Security serves as a source of great confusion, especially given the changes that are constantly being made. The following represents the most frequently asked questions, as well as answers provided by the RubinBrown Wealth Advisory Services group.

Eldercare What is a Care Manager thumbEldercare: What is a Care Manager & Why Would You Need One?

by Sharon Greenstein-Gorman, CMC
When it comes to healthcare terminology and titles, each are haphazardly thrown about and are often confusing. To make matters worse, the terms are typically discussed at a time in life when you feel the most vulnerable and unsure. No one should feel this way; this is when a care manager steps in.

Charitable Giving thumbCharitable Giving: Good for You...Good for the Community

by Jason Uetrecht, CPA, CFP®, AEP® & Mark Breakfield, CPA, CGMA
Charitable organizations provide benefits to society and individuals in need of their services. Charitable giving can also generate personal benefits to the donor. With the right guidance, development and planning, charitable giving can serve as a tax-savings tool in your financial plan while supporting the causes that are meaningful to you.

All Related Horizons Magazine Articles