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Branden Rubasky, CFP®

310.375.4847

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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

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

 

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Surprises

Making the most of surprises is a great reason to work with us.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

When Markets React

When markets shift, experienced investors stick to their strategy.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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