Breese Financial Group LLC
About
We are dedicated to your situation and your specific financial needs.
We understand that everyone’s expectations are different, and we know that your financial struggles and concerns are real and immediate. What you enjoy, where and how you save or spend your money, and your personal desires and goals when it comes to that money are important.
We want to help minimize those retirement struggles and concerns.
Our goal is to educate and empower you to live your own financial freedom.
I love solving puzzles and problems – Every client, current & new, brings a new puzzle. Sometimes that puzzle only needs a little help, other times it needs a lot of help, I just want to help you with your puzzle any way I can.
In 20+ years of experience I have found that education is the best approach to helping a client improve their financial situation. It is for this reason that I am one of the founders of the American Financial Education Alliance (AFEA) a 501(c)3 non-profit that teaches financial workshops nationally.
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Frequently asked questions
What is your typical process for working with a new customer?
We utilize a unique approach to the financial services industry in that we help our clients find money that they are losing unknowingly & unnecessarily. This found money is called Wealth Transfers and/or Financial Inefficiencies. This includes reducing interest paid on your debt, minimizing losses, tax planning, balancing your income stabilization ratio, maximizing Social Security election strategies, creating time segmented investing strategies, estate and legacy planning and health care planning.
Do you have a standard pricing system for your services? If so, please share the details here.
Financial Planning - $150/hr
Asset Management includes financial plans at no additional charge.
How did you get started in this business?
In 2001 after graduating as a Pre-Med student I wanted to take some time off before going to graduate school to pursue a master's degree in Physical Therapy. I wanted to make sure that the medical field was the direction I wanted to go. I moved to North Carolina from New Hampshire and took a job as an insurance agent with a captive company because I could explain why Medicare beneficiaries would get cut short on their physical therapy, something I experienced during my internship. I quickly became the head financial advisor and a team manager. In 2010 I left to start my own company because the captive situation often had me using a square peg to fill a round hole. While the peg fit and solved most of the client's problem it left holes, which doesn't provide a solid comprehensive plan to the clients. I wanted to be able to solve the whole problem not just most of it.
What types of customers have you worked with?
I mostly work with pre-retirees and current retirees and often work with their adult children.
We also utilize a special program that will help you get out debt at least 2x faster than you are currently on track for.