Our Services - Breakaway Wealth Management

What We Do

A plan that’s easy to understand and incorporate into your daily life is one you’re more likely to stick with. Tell us your goals and we’ll suggest healthy habits to work toward them. When you play an active role in your finances, you feel more motivated to keep going.

Organize your finances

Consolidating Account
Cash Management
Emergency Fund
Managed Investment Accounts

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Develop financial goals

Create A Retirement Plan
Create A College Funding Strategy
Identify Amount of Savings Needed
Provide Access to Tax Advantage Plans: IRA, Roth, 529, etc.

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Develop investment plans to pursue goals

Understand Risk Tolerance and Expected Returns
Analyze Existing Investments and Make Recommendations
Create Asset Allocation Strategy
Estimate Expected Rate of Return

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Look for ways to reduce taxable income

Understand the Taxes Incurred When Buying/Selling Investments
Explore What Changes May Improve Your Tax Situation
Asset Transfer Strategies

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