Tax-efficient income and legacy planning for those nearing or in retirement.
We are based in Lake Worth Beach (Florida), but work with clients across the country.
Aaron Brask, PhD
Aaron is a former Wall Street “quant” with a PhD in applied mathematics. He utilizes his analytical background to optimize and execute financial planning strategies for retirement. He is also passionate about teaching and explaining concepts related to planning and investing. His articles and videos demonstrate his commitment financial education.
We help people, typically ages 55-70, plan for and achieve goals related to income, investing, legacy, and tax reduction.
We develop innovative solutions to maximize financial planning opportunities available to business owners and entrepreneurs.
Analytical clients appreciate often enjoy discussing our perspectives on the mechanics behind investing and financial planning.
https://youtu.be/6cITOC96Oig This video explains the importance of utilizing an optimized withdrawal strategy. Most financial planners and planning software default to the conventional withdrawal sequence: Spend taxable money first, then tax-deferred...
Note:
We are an independent retirement planning firm based in Lake Worth Beach, Florida. However, we work with clients across the country using Zoom and other tools.
Address:
1005 Lake Avenue, Lake Worth Beach, FL 33460
Phone:
(561) 972-7165
Email:
[email protected]