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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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Daniel Courtney, EA, CFP®

Advisor

Daniel Courtney, EA, CFP®

Advisor

Contact Information

Denver, CO daniel.courtney@rubinbrown.com 303.952.1203
Dan Courtney is an Investment Advisor with RubinBrown Advisors and a Partner with RubinBrown LLP. Dan works closely with clients, helping them define their objectives and leading them in the development and execution of comprehensive financial plans. He brings more than three decades of experience to the firm and the clients he serves.

Education

B.S.B.A., Management, Southeast Missouri State University Certificate, The Wharton School, Investment Management

Experience

Financial planning Investment advisory services

Professional Organizations

Member, CFP Board Member, National Association of Personal Financial Advisors
1-800-678-3134 Integrated Planning for Life
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