Skip to content
cropped-cascade-logo.png
  • Home
  • About Us
    • Client Relationship Summary (Form CRS)
    • Regulation Best Interest
      (Reg BI)
    • About Us
    • Code of Ethics
    • Business Continuity
    • Privacy Statement
  • Our People
    • Rob Wrubel, CFP® AIF® AEP®
    • Kenneth M. Beach
    • Theresa Brock, AIF®
    • Fermin Padilla
    • Dana M. Capozzella
    • Scott Rethi, CSSCS
    • Kiersten Steel
    • Nathaniel Utter
    • Kate Beach
  • Services
    • Wealth Management
    • Investment Advice
    • Financial Planning
    • Retirement Planning
    • Nonprofit Asset Management
    • Special-Needs Planning
    • Insurance Services
    • Social Security Retirement Planning
    • Business Retirement Plans
  • Clearing Firm Relationship and Best Execution Reporting
  • Contact
  • FORM CRS
Client Login

Blueprints For Special-Needs Families by Rob Wrubel, CFP® AIF® AEP®

Blueprints For Special Needs Families – April 3, 2013

April 3, 2013

The Trust Is Funded, Now What? Rob Wrubel CFP®, AIF® We get the call more than a few times per year. There is always a note of panic in the…

Read More

Blueprints For Special Needs Families – February 27, 2013

February 27, 2013

Ketchup and Warren Buffett Share A Common Interest In Special Needs Planning Rob Wrubel CFP®, AIF® Last week, Warren Buffet bought one of my favorite companies – Heinz. Not just…

Read More

Blueprints For Special Needs Families – January 28, 2013

January 28, 2013

Facebook’s Timelines And Your Special Needs Planning Rob Wrubel CFP®, AIF® Facebook has a feature called Timeline. It shows your posting and interaction history of your life on Facebook starting…

Read More
« Newer Posts
Older Posts »

Contact Us

Phone: 719.632.0818
Contact Form

Phone: 719-632-0818
Fax: 719-632-0887

444 East Pikes Peak Avenue
Suite 200
Colorado Springs, CO 80903
Contact Information

Mailing & Office Address:
Cascade Investment Group, Inc.
444 East Pikes Peak Avenue
Suite 200
Colorado Springs, Colorado 80903

Phone: 719.632.0818
Fax: 719.632.0887

Client Login

broker-check-badge

Cascade Investment Group, Inc. is a dually registered broker-dealer and registered investment adviser. Advisory services are only offered to clients or prospective clients where Cascade Investment Group, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cascade Investment Group, Inc. unless a client service agreement is in place.

  • Site Login
  • Privacy Statement
  • Contact

© 2025 Cascade Investment Group, Inc. · Member FINRA/SIPC

Scroll To Top