Your Partner in Financial Security & Growth
                     Breen Financial 
Management
Your Partner in Financial Security & Growth
Who We Are?
At Breen Financial Management, we're independent financial 
advisors dedicated to helping you navigate your financial journey. 
Based in Lake Mary, Florida, our mission is simple: to help 
individuals and businesses grow, protect, and pass on their wealth.
With over a decade of experience in wealth strategy and protection, 
we bring expertise and personalized attention to every client 
relationship. Our services are backed by regulatory assurance 
(FINRA/SIPC), giving you confidence in our guidance.
Our Core Services
Investment Insurance 
SPtlraantengiinc gallocation of assets to maximize returns while CSotrmaptreegheienssive protection plans including life, health, disability, 
managing risk. We create diversified portfolios tailored to your and long-term care insurance to safeguard your financial future 
goals, time horizon, and risk tolerance. against unexpected events.
Retirement Estate & 
CPulastnonminizged retirement strategies to ensure financial SPruescecrevisnsgi oannd transferring wealth through estate planning, 
independence, including investment management, income business succession strategies, and legacy planning that 
planning, and Social Security optimization. reflects your values and wishes.
We offer personalized financial planning services for every stage of life, adapting our approach to meet your evolving needs.
Why Wealth Management 
Matters?
Goal Alignment
We align your investments with your long-term life goals, 
creating purpose and direction for every financial decision.
Asset Protection
Through tailored insurance and planning strategies, we help 
shield your hard-earned assets from potential risks.
Risk Minimization
Our tax optimization approaches help reduce unnecessary 
financial exposure while maximizing growth potential.
Our Wealth Management Services are designed to provide peace of 
mind and financial clarity at every stage of your journey.
Saving & Retirement 
PlBauildninng Fiinnangcial 
DWeis hceiplpl iynoeu establish saving habits and set achievable goals that create 
the foundation for long-term financial success.
Customized 
SFroomlu tnieown sgraduates to those approaching retirement, we create 
personalized plans that evolve with your changing needs and priorities.
Diverse Investment 
VAcecheiscsl teos RRSPs, 401(k)s, RESPs, and flexible investment vehicles 
that maximize growth potential while considering your risk 
tolerance.
Future Protection
Strategies that not only build wealth but also protect your future 
through smart saving choices and contingency planning.
Strategic Tax Planning
Tax strategy is a critical component of financial success. At Breen Financial 
Management, we specialize in developing sophisticated approaches to minimize 
your tax burden while maintaining full compliance.
Tax Reduction & 
Deferral
Implementing strategies that legally reduce current tax obligations and defer 
taxes to more advantageous periods.
Specialized Investment 
Vehicles
Access to Qualified Opportunity Funds (QOFs), Delaware Statutory Trusts 
(DSTs), and 1031 Exchanges for tax-advantaged investing.
As qualified tax consultants in Lake Mary, we provide specialized advice for real 
estate investors and business owners seeking to optimize their tax position.
Financial Planning for Busin
esses Self-Employment Transition
Cash Flow 
Comprehensive guidance for 
Strategic planning to opMtiamnizaeg beumsineensst 
entrepreneurs making the leap from 
liquidity, manage operational 
employment to business ownership, 
expenses, and identify investment 
including financial restructuring and 
opportunities for excess capital.
tax planning.
Tax Optimization
Business Insurance
As your tax consultant for small 
Customized health and life insurance 
business needs, we implement 
solutions to protect both your business 
strategies to minimize tax liability while 
operations and personal financial 
maximizing available deductions and 
security.
credits.
Succession & Estate 
Planning Preparing for Tomorrow
Effective estate planning ensures your assets are distributed 
according to your wishes while minimizing complications for your 
loved ones.
Clear Legal 
Documentation
We help you prepare comprehensive, legally sound estate 
documents that clearly communicate your intentions.
Tax Minimization
Strategic approaches to avoid probate and reduce estate tax 
burdens, preserving more of your wealth for heirs.
Business Continuity
Specialized planning for business owners, including succession 
planning and exit strategies that protect your legacy.
Why Choose Breen 
Financial?
Tailored Guidance Deep Expertise Reliable Partnership
We provide customized financial solutions Our team possesses comprehensive We pride ourselves on building lasting 
that adapt to every life or business stage, knowledge of tax law, investment relationships based on trust, 
ensuring relevance as your circumstances strategies, and insurance products to transparency, and an unwavering 
evolve. address your most complex financial commitment to your long-term financial 
challenges. success.
Thank You
We Appreciate Your Time!
Let's secure your financial future together.
📞 407-712-6780 ✉ [email protected] 📞 www.breenfinancial.com
📞 1515 International Parkway, Suite 1019, Lake Mary, FL 32746