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 .
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Five strategies for managing your student debt.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Life insurance proceeds are generally tax-free. But not in all cases.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
$1 million in a diversified portfolio could help finance part of your retirement.
The decision whether to buy or rent a home may have long-term implications.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Agent Jane Bond is on the case, cracking the code on bonds.
Here is a quick history of the Federal Reserve and an overview of what it does.