INDEPENDENT INVESTMENT ADVISOR
Financial planner focused on low-cost, tax-efficient approaches to retirement & investing
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
Working & Saving
Business Owners
Engineers & Analysts
Free Stuff
ASSET MAP
ASSET MAP
A simple, visual illustration that maps out your financial assets and cash flows.
PORTFOLIO BENCHMARKING
PORTFOLIO BENCHMARKING
A 100% objective analysis of your portfolio’s performance, risk attribution, and fees.
TAX ANALYSIS
RESEARCH ARTICLES
RESEARCH ARTICLES
My original research - regularly published and quoted by WSJ, FT, Barron’s, AAII, etc.
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 2021AAII 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 - May 2021Bond 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 - August 2020Optimizing 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
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