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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

Tom Tesar, CPA, CFP®

Advisor

Tom Tesar, CPA, CFP®

Advisor

Contact Information

St. Louis, MO tom.tesar@rubinbrown.com
Tom Tesar serves as the Partner-In-Charge for RubinBrown Advisors. He provides investment advisory and financial planning for high net worth clients. He has over 20 years of experience in wealth management.

Tom is the service leader of RubinBrown Advisors and guides the strategic development of the group.

Education

B.S., Accountancy, University of Illinois at Urbana-Champaign

Experience

Estate planning Financial planning Investment advisory services

Professional Organizations

Certified Financial Planner® Member, American Institute of Certified Public Accountants Member, Missouri Society of Certified Public Accountants

Professional Accomplishments, Awards & Publications

National Chairman’s Award, PwC

Community Involvement

Chair, Finance Committee, MoBap Foundation Former Board Member, FPA of Greater St. Louis Member, MoBap Legacy Advisory Council
1-800-678-3134 Integrated Planning for Life
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