INDEPENDENT INVESTMENT ADVISOR

Financial planner focused on low-cost, tax-efficient approaches to retirement & investing

Aaron Brask, PhD

I am an independent investment advisor who provides personalized financial planning, retirement, and portfolio management services. As an analytical researcher at heart (e.g., PhD in applied mathematics and ex-Wall Street "quant"), I have tried to make my website educational, but please reach out if you have any questions.

Client Profiles

Retirement Focus

I help retirees construct low-cost, tax-efficient income strategies. I also help manage risks that could derail their financial security.

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Business Owners

I develop innovative solutions to maximize financial planning opportunities available to business owners and entrepreneurs.

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Engineers & Analysts

Analytical clients appreciate my applied math PhD and often enjoy discussing the mechanics of investing and financial planning.

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Free Stuff

PORTFOLIO BENCHMARKING

A 100% objective analysis of your portfolio’s performance, risk attribution, and fees.

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TAX ANALYSIS

An overview of your current tax situation and potential opportunities.

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TRUST SNAPSHOT

A simple summary highlighting the important details of your trust document (e.g., grantor, trustees, beneficiaries, disposition, etc.).

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RETIREMENT OPTIMIZER

Estimate the benefits of optimizing your strategy around Social Security, Roth conversion, and withdrawal decisions.

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Research

I am licensed as an independent investment advisor. However, I am a researcher at heart and I take nothing for granted. Anything less can compromise financial security and peace of mind.

October 2021
AAII 2021 Annuity Presentation
I was honored to speak alongside some industry heavyweights at AAII's 2021 virtual conference. My topic was Using Income Annuities Continue Reading

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May 2021
Bond Ladders & Income Annuities: Restoring the Sanctity of Fixed Income
I spent some time on Google, but could not ascertain the origins of the term fixed income. Presumably, it was Continue Reading

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August 2020
Optimizing Fixed Annuity Tax Deferral
DISCLAIMER: This article discusses topics at the nexus of investments, annuities, and taxes. This article does not provide and should Continue Reading

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Member of:

Note:
I am an independent investment advisor based in the West Palm Beach (FL) area. However, I work with clients in other locations using Zoom and other tools.

Address:
1005 Lake Avenue, Lake Worth, FL 33460

Phone:
(561) 972-7165

Email:
info@aaronbraskcapital.com