Uploaded on Jul 15, 2025
Empowering your financial future starts with the right partner. We specialize in estate planning and tax-smart strategies like the Deferred Sales Trust™ to help preserve your wealth, reduce liabilities, and support long-term growth. Whether you're planning retirement or protecting your legacy, we’re here to guide every financial decision with confidence.
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
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