Helping You Reach Your Financial Destination.
Safely and On Time.
I am Branden Rubasky, CFP®, a financial advisor in Torrance, California. My team and I work with a limited number of families in the South Bay to help them identify and achieve their financial goals and objectives. We will help you prepare for tomorrow by encouraging you to focus on what you can control today. Whether your goal is saving for retirement, college or something else important to you, our personalized service focuses on your specific situation.
Our team members have years of experience in financial planning. We look forward to building a long and successful financial planning relationship with you. Please call me directly at (310) 375-4847 or (310) 373-7351 .
Helpful Content
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.