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Wealth Management Services

We know that financial success is a personal journey, and we’re here to support you every step of the way.

BREAKTHROUGH WEALTH GROUP

Commitment to Excellence

At the heart of what we do is a strong commitment to our clients. By focusing on your unique needs and goals, we tailor our services to ensure that every strategy we create is designed to achieve the best possible outcome for you.

CUSTOMIZED

Financial Solutions

From planning for retirement to protecting your assets to building a lasting legacy, our experienced team is here to provide personalized solutions that align with your vision for the future.

FINANCIAL GOAL PLANNING​

Are you truly satisfied with where your financial life is right now?

INSURANCE

& ASSET PROTECTION

Are your current insurance solutions giving you the peace of mind you deserve?

RETIREMENT STRATEGIES

 

Are your retirement plans on track to give you the future you've envisioned?

BUSINESS SOLUTIONS​

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Is your business fully equipped with the right solutions to reach its maximum potential?

MILLION DOLLAR BABY PLAN

Is your plan set up to secure your child's future without compromising your own?

ESTATE PRESERVATION

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Is your estate plan designed to protect your legacy and provide for your loved ones?

MARKET CORRECTION

PROTECTION

Is your strategy equipped to safeguard your assets during a market correction?

TAX PLANNING & STRATEGIES

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Are you confident that you’re paying the least amount of taxes legally possible ?

Generational Vault

All of our clients receive secured access to your personal Generational Vault – your virtual safety deposit box – which allows you to upload important documents for safekeeping.

Neurotechnology

Highest Level of Security

Generational Vault is fortified with cutting-edge security to ensure the highest level of protection for your data. We utilize advanced encryption technologies, including SSL/TLS protocols that use a 2048-bit public encryption key, which is one of the strongest available.

Accessible Workspace

24/7 Access

You are able to access your digital safety deposit box at any time you need to. You will have your own private log in to access your account safely from anywhere.

Financial Report

Reports & Storage

Review important financial reports and dynamic charts. Safely store your trusts, wills, powers of attorney, insurance policies, investments and even photos all in one place that is easily accessible anytime, anywhere.

Are you ready to connect?

Schedule an appointment directly in our calendar today!

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