INDEPENDENT INVESTMENT ADVISOR

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

Aaron Brask, PhD

I am an independent investment advisor and I provide personalized financial planning, retirement, and portfolio management services. I tried to make my website educational, but please reach out if you have any questions.

- About Aaron
- CONTACT ME

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.

Learn more

Working & Saving

I enjoy helping people achieve financial security and target long term goals by building and executing robust financial plans.

Learn more

Business Owners

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

Learn more

Engineers & Analysts

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

Learn more

Free Stuff

ASSET MAP

A simple, visual illustration that maps out your financial assets and cash flows.

Learn More

PORTFOLIO BENCHMARKING

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

Learn More

RESEARCH ARTICLES

My original research - regularly published and quoted by WSJ, FT, Barron’s, AAII, etc.

Learn More

FREE CONSULTATION

Got questions? Like to explore how we might work together?

Learn More

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 Virtual Conference Presentation
I was honored to speak alongside some industry heavyweights at AAII's 2021 virtual conference. My topic was Using Income Annuities in Retirement. Here is a link to my (hour long!) presentation: https://lnkd.in/ehxXxScQ Note: For those who are interested, I provided a link to the conference in the YouTube video description. Readers interested in this topic may also want to read Continue Reading

Read More
May 2021
Bond Ladders & Income Annuities: Restoring the Sanctity of Fixed Income
In a nutshell: Income annuities and bond ladders are fixed income investments, but I find they are under-utilized as tools for financial planning (especially with respect to retirement income). I spent some time on Google, but could not ascertain the origins of the term fixed income. Presumably, it was just a simple description given to investments where all of the Continue Reading

Read More
August 2020
Optimizing Fixed Annuity Tax Deferral
Annuities are popular tools for retirement income planning. While stigmas exist around some annuity products (for good reason), recent research shows how fixed annuities can add value in the context of retirement income. In addition to being able to guarantee income for life, tax benefits are often advertised as a key advantage of using annuities. This article discusses the mechanics Continue Reading

Read More

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