This page highlights the complimentary 
tools and services we provide. Please note that you can also access our educational content free of charge, and we offer everyone a free consultation.
PORTFOLIO AUDIT
We provide a 100% objective analysis of your portfolio’s performance, risk attribution, and fees.
- Compare your portfolio to a similarly allocated portfolio of low-cost index funds
- Identify and quantify sources of portfolio risk
- Calculate fund and advisor fees (where applicable)
In order to receive your free portfolio benchmarking analysis, please email me copies of your three most recent statements (info@AaronBraskCapital.com). Alternatively, you can use our secure File Upload page.
Please note that if you do not already have digital (PDF) copies of your statements, you should be able to download them from your online portal at most custodians (Schwab, Fidelity, Vanguard, etc.). Please reach out to us if you need assistance.
TAX SNAPSHOT
I can provide you with an overview of your current tax situation and highlight potential opportunities to improve tax efficiency.
- Roth conversions
- Medicare surcharges (e.g., IRMAA)
- Taxation of Social Security
- and more
To receive your free tax snapshot, please email us (info@AaronBraskCapital.com) a copy of your most recent tax return in PDF format. Alternatively, you can use our secure File Upload page.
RETIREMENT OPTIMIZER
TRUST SNAPSHOT
We can provide you with a complimentary trust overview that leverages our AI-enabled platform to extract key information from your trust document(s). This tool can analyze revocable and irrevocable Trusts (e.g., GRATs, SLATs, and ILITs), as well as trust restatements. We will deliver you the trust report as a PDF file, and it will include the following:
- Trust legal name, trust type, state of governing law, and date of creation
- Grantor(s), trustee(s), beneficiaries, etc.,
- Details regarding dispositions
- Potential insights and suggestions
To receive your free trust report, please email us (info@AaronBraskCapital.com) a copy of your trust in PDF format. Alternatively, you can use our secure File Upload page.
