Reuben J. Brauer, CFP^®

Partner, Senior Financial Planner

Cornerstone Financial Group, LLC

501 S Cherry St Ste 1100
Denver, CO 80246

+ 1 More Location

Cornerstone Financial Group, LLC

11225 Davenport St Ste 102
Omaha, NE 68154

FINANCIAL ADVISOR'S WEBSITE

https://cornerstonefinancialgroup.com/

(800) 991-5195

+2 More Numbers

(303) 222-7100 (402) 758-0700

CONNECT WITH Reuben

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Callahan Financial Planning is not compensated by any other institution. Services are offered for a fee, and no financial advisor at Callahan Financial Planning can earn a sales commission.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

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Financial Advisors in Denver/Centennial, CO

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Financial Advisors in Lincoln, NE

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General

Reuben Brauer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cornerstone Financial Group, LLC in Denver, CO and the surrounding communities.

Financial Advisor Overview

Callahan Financial Planning Company is an SEC-registered investment advisor, and a Fee-Only, Fiduciary Financial Advisor serving individuals and families.

With offices and financial advisors in Centennial, Colorado, San Francisco, Mill Valley, and San Rafael, California, and Omaha and Lincoln in Nebraska, Callahan Financial Planning provides assistance with:

Retirement Safety Analysis
Company Retirement Plans (including 401(k), 403(b) and pension benefits)
Social Security Planning
Investment Research and Planning
Investment Policy Statements
Risk Management and Hedging
Tax Planning and Monitoring
Estate and Legacy Planning

Financial Advisor Experience

Callahan Financial Planning is a team of local professionals with education and experience emphasizing Financial Planning and Investment Management.

Mr. Brauer is actively involved in the investment management process and works directly with clients regarding all aspects of their financial plan. His experience includes client relations and securities analysis from a large regional bank and a local registered investment advisor. Mr. Brauer is a Certified Financial Planner™ professional.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Client assets are held at an independent brokerage selected by the client and investment advisor, including TD Ameritrade or Charles Schwab.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Real Estate, Job Loss, Retirement, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Callahan Financial Planning is not compensated by any other institution. Services are offered for a fee, and no financial advisor at Callahan Financial Planning can earn a sales commission.