At Breakaway Financial Group, we specialize in helping individuals and entrepreneurs create an automated process to build wealth. We understand that navigating the financial landscape can be daunting, whether you’re managing personal finances or growing a business. The road to wealth is often filled with obstacles: complex financial markets, ever-changing tax laws, and the uncertainty of business growth. These challenges can make it difficult to achieve economic success on your own, especially when you have a business, a career, a family and kids, and more to take care of.
That’s why we believe that automating your wealth-building process is essential. Our streamlined process simplifies the complexities of wealth-building. From personalized financial planning and tax strategies to investment management and business development, we offer guidance every step of the way. We aim to empower you with the knowledge and tools to make informed decisions, ensuring your financial journey is as smooth and stress-free as possible.
Join us and discover how Breakaway Financial Group can transform your vision into reality. Together, let’s build a prosperous future for you and your family, one step at a time.
Don’t let the complexities of building wealth hold you back. At Breakaway Financial Group, we provide the support you need to navigate the financial landscape confidently.
Answer two simple questions to get specific information about how we help other clients like you.
At Breakaway Financial Group, we offer a unique blend of expertise, personalized service, and a proven track record to help you navigate wealth-building complexities. Here’s why you should choose us:
One of the biggest challenges individuals face when dealing with multiple professionals is confusion about what questions to ask, what the next step should be, how to get started, etc. At Breakaway Financial Group, we guide our clients through each step of the process. We provide clear, actionable advice on what you should be considering at every stage of your financial journey.
Our team of seasoned professionals brings extensive knowledge in accounting, tax planning, financial planning, investment strategies, and business development. This holistic approach ensures that all aspects of your financial life are considered and optimized.
We understand that every individual and business is unique. Our personalized solutions are tailored to meet your specific goals and needs, providing you with a clear, customized roadmap to financial success.
With years of experience and a history of satisfied clients, we have a proven track record of helping entrepreneurs and individuals build and sustain wealth. Our success stories speak to our commitment and effectiveness.
We are committed to your success and offer ongoing support to help you stay on track. Whether you need advice, adjustments to your plan, or just reassurance, our team is here for you every step of the way.
We leverage the latest technology and financial tools to provide you with the best possible insights and strategies. This ensures you are always ahead of the curve and well-prepared for financial challenges.
At our company, we understand that entrepreneurs and professionals often don’t have the time to manage multiple financial advisors and service providers to get their finances in order. That’s why our clients value our integrated service model, which ensures they receive comprehensive and coordinated financial advice tailored to their unique needs. Our goal is to simplify your financial management, allowing you to focus on what you do best—running your business and achieving your professional goals.
We create a plan for each of our clients to build the wealth they need to live comfortably. The plan includes Cash Flow Management analysis, Investment Plan, Tax Plan and any other financial modeling needed.
We offer bookkeeping services to help gain an insight into the business. With this information, we consult with our clients about advanced tax strategies, business growth ideas, and tax compliance.
We offer tax preparation as a way to ensure that the strategies that we recommend are implemented when filing taxes. Keeping it limited to our planning clients allows us to keep a high level of service.
Join us at Breakaway Financial Group and discover how our unique approach can help you achieve your financial goals with confidence and ease.
We can show you how we help clients with similar needs by answering two simple questions.
1985 Riviera Drive Suite 103-165
Mount Pleasant, SC 29464
(843)564-8584
Find out 3 things from our team:
And we don’t even need to meet! You will get the information through a video sent through email within 1 business day.
It’s that easy!
