| Not sure, or non-existent? If no strategy has been your strategy, itís never to late to start planning. Weíre here to provide you with realistic, customized financial solutions to help you retire comfortably. With over thirteen successful years in professional financial services, weíve helped clients meet their retirement goals, grow their assets and protect them. Most important, our solutions help you manage your assets to reach your goals at your comfort level and risk tolerance. |
| Financial and retirement planning can have a positive impact on your estate, even if it’s a modest one. Our expert advice is focused on getting the most out of your assets in retirement. We know the unique needs of the retired. We know the up and down sides of investments and aren’t afraid to encourage or caution you, depending on the situation. We listen to your concerns, and often think of questions you didn’t know to ask. |
We specialize in financial products and services that give you the greatest amount of return while minimizing your risk:
- Retirement Planning
- Tax Planning
- Asset Management
- Annuities
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| How can I plan for retirement? What about my children’s education? How can I save money and still maintain my lifestyle? Will my money last? How can I lower my tax bill? Ensure my family’s security? These are all legitimate questions to ask a Financial Advisor. We’re here to work with you and find the answers together. No question or concern is too insignificant; we want you to feel comfortable and secure asking the tough questions, knowing we can provide workable solutions. |
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| Brent Rupnow is the Principal Financial Advisor of GAK Investments, LLC, located in Glendale, CA. As a financial advisor, Brent is passionate about working with retirees and pre-retirees to protect their principal and ensure their money lasts. Brent graduated from the University of Southern California in 1997 and has worked in financial services ever since. Giving back to his community is important to Brent; he’s Board President of the Southeast Communities Prevention & Intervention Programs, Inc., Finance Board Member of Southwest Chamber Music and a Finance Board Member of St. Paul’s First Lutheran Church, North Hollywood. He and his wife, Lynda, have one daughter and live in the San Fernando Valley. |
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| Helping you achieve your personal financial goals is our top priority. As independent financial planners we have the freedom to choose from a variety of products to develop your personalized financial plan, without the limitations of being tied to one company or institution. We take the time to get to know you, by working one-on-one. You get personalized service and a financial plan tailored to your interests, needs and comfort level. |
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