Breske & Breske

Who We Are

At Breske & Breske, Inc., we are a full-service financial services, executive and employee benefit firm dedicated to helping business owners and individuals navigate the complexities of financial planning and achieve their long-term goals. With over 30 years of experience, our team of experts is committed to providing personalized guidance and tailored solutions to meet the unique needs of our clients.

Our Mission

Our mission is to build lasting relationships with our clients by providing them with the highest level of service and the tools necessary to achieve their financial goals. We believe that every individual and business has unique financial circumstances, and our team is dedicated to creating personalized plans that cater to each unique situation.

Business Planning

We understand the importance of having a solid financial plan in place to ensure the success of your business. Our three-step process provides clarity and confidence in helping you achieve your business and personal goals:

Step 1: Consultation

We begin by providing a focused review of your current financial situation, evaluating your business and personal goals, and identifying areas for improvement.

Step 2: Coordination

Together, we create a personalized plan that takes into account your unique financial situation and goals.

Step 3: Implementation

We work with you to implement your customized plan, ensuring that all necessary steps are taken to achieve your goals.

Our services include:

• Profit & Loss Financial Statements
• Tax Return
• Employee Benefits
• Retirement Insurance
• Buy Sell Arrangement
• Business Continuation
• Executive Compensation
• Any Other Pertinent Information

Wealth Management

As independent financial advisors, we have access to a vast array of investment products, allowing us to create a personalized Wealth Management portfolio tailored to your individual needs and goals. We work closely with other professional advisors, such as your attorney and accountant, to ensure that all necessary products and services are in place for successful Wealth Management.

Our Evaluation

Our evaluation process includes:

• Current Portfolio
• Asset Allocation
• Risk Tolerance
• Retirement Assets
• Cash Flow Analysis
• Wills
• Trust
• Any Other Pertinent Information

At Breske & Breske, Inc., we are committed to providing expert guidance and personalized service to help you achieve your financial goals. Contact us today to schedule a complimentary 1-hour consultation and take the first step towards securing your financial future.