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Register below for a complimentary dinner. You can include one guest. For assistance, email seminars@financialgravity.com. By submitting your phone number, you are consenting to receive SMS messages to confirm your attendance at the seminar.
Montgomery, Texas March 4 and 6
Tax-Optimized Retirement Seminar
Event Details
- Amore Fine Dining And Spirits
- 14860 Hwy 105 W, Montgomery, TX 77356
- Available Dates
- March 4, 2025 6:30 pm
- March 6, 2025 6:30 pm
What You Will Learn in This 45-Minute Tax-Optimized Retirement Seminar
This presentation provides a clear, actionable approach to tax-efficient retirement planning. You’ll gain insights into creating stability, reducing taxes, and aligning your finances for optimal results.
- Control the Controllables®: Focus on what you can manage—costs, taxes, and behavior—to improve financial outcomes.
- A Framework for Financial Decisions: Learn to make sound decisions and avoid emotional pitfalls.
- The Four Key Questions: Discover the essential questions that drive effective retirement planning.
- Tax Optimization Strategies: Reduce costs, minimize taxes, and align your diversification for efficiency.
- Stable Income Planning: Use proven methods to build predictable, tax-efficient retirement income.
Meet Your Presenter
As a Family Office Director and tax professional, Erling Brakke specializes in tax planning, wealth optimization, and financial oversight for high-net-worth individuals and families. Through intentional tax strategies, Erling helps clients legally reduce their tax liabilities while ensuring their financial plans align with long-term goals.
With a deep understanding of the tax code and its opportunities, Erling provides personalized solutions that simplify complex financial landscapes. Whether it’s tax-efficient wealth structuring, estate planning, or strategic financial management, Erling’s approach ensures clients keep more of what they earn.
Erling lives in Conroe, Texas. Outside of work he enjoys boating, spending time with his family, and working out.
- Phone: (832) 239-0938
- Make an Appointment
- Request a Taxes First, Then Math Analysis
A Financial Planning Seminar for You, Not for Us
No Selling
The last thing you need is another high-pressure sales pitch.
Taxes Matter Most
Focus on what matters: Inflation can be 5% but taxes can be 50%.
Holisitic Approach
Focus on your challenges, not on the features of some products.
Actionable Advice
Leave much better prepared for a lifetime of retirement security.
Comprehensive Family Office Services
Family offices prioritize proactive tax planning to protect and grow wealth. Poor tax strategies can jeopardize retirement and legacy, while effective planning maximizes wealth without extra risk. Financial Gravity places tax strategy before investment policy for optimal results.
Taxes-First Retirement Strategy
Family offices prioritize proactive tax planning to protect and grow wealth. Poor tax strategies can jeopardize retirement and legacy, while effective planning maximizes wealth without extra risk. Financial Gravity places tax strategy before investment policy for optimal results.
Avoiding Costly Mistakes
The average investor often underperforms due to poor timing, high fees, avoidable taxes, and risky decisions. Financial Gravity helps you avoid these costly mistakes to protect and grow your wealth.
It's What You Keep That Matters
High costs, taxes, poor design, and excessive risk can derail financial plans. Financial Gravity focuses on minimizing costs, limiting taxes, optimizing portfolios, and managing risk to maximize your wealth and legacy with transparency and care.
Tailored Financial Insights
Your family is unique, and so are your goals. At Financial Gravity, we listen first to understand what matters most to you, then craft a tailored wealth and legacy plan that fits your needs. You deserve a partner who truly understands you.
Frequently Asked Questions
Is there any cost to attend the dinner and seminar?
No, the dinner and seminar are complimentary. There’s absolutely no fee or obligation to attend.
Can I bring a guest?
Yes, we encourage you to bring a guest.
What is a family office?
A family office is a dedicated, centralized resource that helps manage all aspects of your financial life—investments, estate planning, tax strategies, and more—under one coordinated plan.
What is Financial Gravity and what’s its mission?
Financial Gravity is a firm dedicated to making the benefits of a multi-family office accessible to more people. Its mission is to “democratize” the family office model, providing the strategies, resources, and coordinated services that were once reserved for ultra-wealthy families. By focusing on a tax-first, math-based approach, Financial Gravity aims to help everyday investors make informed decisions and take greater control of their financial future.
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Advisory Services are offered through Financial Gravity Family Office Services, LLC (“FGFOS”), an SEC Registered Investment Adviser. FGFOS does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel.
This site is published for residents of the United States only. Investment Advisor Representatives of FGFOS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the FGFOS Compliance Department at 800-588-3893.