Breske & Breske, Inc. is a full-service financial services, executive and employee benefit firm committed to helping guide business owners and individuals on a personalized path to achieving their financial goals. Bob Breske, wealth manager and planner, and his team have been working with businesses and individuals for over 30 years, providing them with the necessary guidance and services that help bring confidence in knowing your business and financial affairs are in proper order.
Our mission is to build lasting relationships with our clients by providing them with the personalized service they deserve and the tools necessary to help achieve their financial goals.This article presents five steps that could help focus and enhance a retirement savings strategy in 2021. Some businesses are exposed to risks that may call for a specialized type of liability policy.
Our mission is to build lasting relationships with our clients by providing them with the personalized service they deserve and the tools necessary to help achieve their financial goals.This article presents five steps that could help focus and enhance a retirement savings strategy in 2021. Some businesses are exposed to risks that may call for a specialized type of liability policy.
Services
1. CONSULTATION - We provide a focused review of your current financials, benefits, and future goals. 3. IMPLEMENTATION - While working with your additional professional advisors, we set your customized plan in motion towards achieving your goals. Our goal is to provide you with a comprehensive plan enabling you to support your company and employees with the products and services necessary for a successful business.
As independent financial advisors, we have access to a vast array of investment products. This allows us to create a personalized Wealth Management portfolio fitting to your individual needs and goals. Working closely with other professional advisors such as your attorney and accountant allows us to substantiate that all the necessary products, services and documents are properly in place for successful Wealth Management.
Financial Planning is essential to financial success. In creating your personalized Financial Plan we establish clear goals and review all of your current financials, insurance coverages and documents. Then we make any necessary adjustments to help you reach your financial goals.
We work closely with other professional advisors such as your attorney and accountant to substantiate that all the necessary documents are properly in place to complete your financial plan.Together, we review your Financial Plan two to three times within the first year and no less than annually thereafter, making modifications as necessary.
We work closely with other professional advisors such as your attorney and accountant to substantiate that all the necessary documents are properly in place to complete your financial plan.Together, we review your Financial Plan two to three times within the first year and no less than annually thereafter, making modifications as necessary.
Everyone needs a retirement plan. Whether it is through their employer, self-funded, or a combination of both, most people have a vision of what retirement looks like for them. It is essential to plan for the funding necessary to live out that vision. We work with you to establish clear retirement goals, review your current retirement assets and then institute a personalized plan for you to help meet those goals.
We provide complimentary quotes for all types of insurance coverage. Once your quote is received we help you decipher the information, apply for the appropriate product and guide you through the underwriting process. For individual insurance coverage, please visit our Quotes page for initial health insurance or life insurance quotes from a few of the carriers we offer.
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