Breeden Accounting

Breeden & Associates, Ltd. is a trusted provider of financial services dedicated to helping you achieve your financial goals and secure your future. With over 35 years of experience, we have built our reputation on a foundation of trust, honesty, and integrity, and are committed to delivering exceptional service and personalized solutions tailored to your unique needs.

Our team of experienced professionals is passionate about helping individuals and families navigate the complexities of retirement planning, investment management, and wealth preservation. We work closely with you to understand your goals, values, and financial aspirations, and develop a comprehensive plan designed to help you realize your dreams.

At Breeden & Associates, Ltd., we understand that every client is unique. That's why we take the time to get to know you, your financial situation, and your goals. Whether you are just starting out, approaching retirement, or looking to preserve your wealth for future generations, we have the expertise and resources to help you build a secure financial future.

Our Services

At Breeden & Associates, Ltd., we offer a wide range of services designed to help you achieve your financial goals and secure your future. These services include:

• Retirement Planning: Our retirement planning services are designed to help you prepare for the future and enjoy the retirement of your dreams. We work with you to understand your retirement goals, develop a comprehensive plan, and implement strategies designed to help you achieve them.
• Investment Management: Our investment management services are designed to help you grow and preserve your wealth. We use a disciplined, research-based approach to investment management and work closely with you to develop a customized investment strategy that aligns with your goals and risk tolerance.
• Estate Planning: Our estate planning services are designed to help you protect your assets and provide for your loved ones. We work with you to develop a comprehensive estate plan that takes into account your goals, family dynamics, and legal considerations.
• Tax Planning: Our tax planning services are designed to help you minimize your tax liability and maximize your after-tax returns. We work closely with you and your tax professional to develop a customized tax plan that aligns with your overall financial strategy.
• Financial Planning: Our financial planning services are designed to help you create a comprehensive plan for your financial future. We work with you to understand your goals, develop a plan, and implement strategies designed to help you achieve them.
• Accounting Services: Our accounting services are designed to help you manage your financial records and stay on top of your finances. We offer a range of accounting services, including bookkeeping, tax preparation, and financial reporting.

Our Team

Our team of experienced professionals is dedicated to providing you with exceptional service and personalized solutions. We pride ourselves on our expertise, integrity, and commitment to helping you achieve your financial goals. Our team includes:

• Stuart Breeden: Stuart is the founder and president of Breeden & Associates, Ltd. He has over 35 years of experience in the financial services industry and is committed to helping clients achieve their financial goals.
• Catherine Breeden: Catherine is a financial professional with over 15 years of experience in the financial services industry. She is dedicated to providing clients with exceptional service and personalized solutions.
• John Doe: John is a financial advisor with over 10 years of experience in the financial services industry. He is committed to helping clients develop and implement customized financial plans designed to help them achieve their goals.
• Jane Smith: Jane is a tax professional with over 20 years of experience in the financial services industry. She is dedicated to helping clients minimize their tax liability and maximize their after-tax returns.

At Breeden & Associates, Ltd., we believe that values matter. That's why we are committed to providing our clients with trust, honesty, and integrity. We are dedicated to helping you achieve your financial goals, and we look forward to working with you.