Mission Statement
It is Our Mission to protect and enhance our client's financial well-being. It is Our Tradition to build a bright, highly professional team that is dedicated to sound financial judgment, strong family values and the ability to daily care for our clients, our staff, our families, and our community.
|
Rob Wrubel, CFP® AIF® has created “Blueprints” a workbook and financial planning process designed especially for families with a special needs member. Rob will offer “Blueprints” planning to three families for free this month. “Blueprints” is designed to teach families how to prepare to protect potential government benefits, improve their financial health and build wealth. You would not build a house without a plan and designs – why are you doing that with your financial life? Rob will work with the three selected families at no cost to help develop a financial plan and help them understand the role of key plan building elements – the foundation of a special needs trust and the supports of reducing debt, building reserves and investing for the long term. Participants will meet with Rob for three to five planning and review sessions. They will also receive a plan, financial statements and an organizational binder to help track their lifetime goals and maintain an emergency file. There is no cost or obligation to use any other services of Rob Wrubel or Cascade Investment Group. Information gathered will not be used for marketing of Cascade Investment Group or other company’s services and will remain private information. Rob is using this offer to pilot his new financial planning process and materials. Rob will call potential participants to ask a few questions before accepting the three qualified applicants. |