Brian Safdari

About Brian Safdari

Are you going to hand the IRS a blank check when you decide to retire?What if I told you your 401(k) could be a tax time bomb…Set to go off when you need the money most?Here’s the brutal truth:If you’re deferring taxes now… you’re only waiting to pay them later at higher rates.Trapping money in pre-tax accounts is like giving the IRS a blank check—and hoping they don’t cash it when rates skyrocket.But that’s only the tip of the iceberg… What happens to your retirement income if the market crashes again? Are you prepared for hidden expenses like long-term care? Will your money outlast you—or will you become a financial burden on your family?Retirement isn’t about how much you’ve saved. It’s about how much you get to keep—and how long it lasts.We’ve Spent Over two decades protecting high-income professionals from these hidden threats.Big firms treat you like a number. We don’t.Our Precision Wealth Plan™ is engineered to preserve your wealth, eliminate uncertainty, and put you back in control of your financial future. Tax-Free Retirement Planning — We strategically convert your taxable investments into tax-free assets, so you’re not handing over a lifetime of earnings to the IRS. Stress-Tested Wealth Protection — We run your financial plan through real-world scenarios: market crashes, rising taxes, inflation, long-term care, medicare, and even the loss of a spouse. If it doesn’t hold up under pressure, it’s not a plan. Income-First Investment Strategy — We don’t chase Wall Street speculation. We secure a portion of your portfolio to deliver steady, predictable income—so you always know where your next dollar is coming from.Your financial future is too important to leave to chance.You can either let the IRS, the stock market, and the big firms decide your retirement for you…Or you can take control.Message me here on LinkedIn if you’d like to have a conversation.No sales pitch. No obligations.Just the unfiltered truth about what’s really happening with your money—and how to fix it before it’s too late.

Experience

1. President & Founder

   College Planning Experts

   Jan 2005 — Present

Education

• California State University, Northridge

  Bachelor's degree

  1999 — 2004

Skills

• Project Planning
• Leadership Development
• Small Business
• Teaching
• Time Management
• Entrepreneurship
• Marketing Strategy
• Educational Consulting
• Social Networking
• Team Building
• Management
• Strategic Planning
• Nonprofits
• Staff Development
• Marketing
• Admissions
• Coaching
• Career Counseling
• Non-Profits
• Leadership
• Higher Education
• Financial Planning
• Strategic Financial Planning
• Public Speaking
• Sales