Most entrepreneurs hustle hard but end up guessing their way through financial planning. At Breakaway, we’ve created a done-for-you wealth system tailored for high-earning business owners.
You keep driving the business—we build your net worth in the background.
Key Benefits:
•Strategic financial planning
•Cash flow automation
•Advanced Tax Planning
•Tax-focused Investment Planning
•Full implementation & accountability
We map your financial goals to a step-by-step strategy that aims at optimizing your finances
Our team implements the plan while you run your business.
Watch your wealth compound—without the overwhelm
We don’t believe in guesswork. Our entire process is built on three proven pillars designed specifically for entrepreneurs who want to build real wealth—with speed, clarity, and confidence.
You’ve got money coming in… but is it actually going to the right places?
At Breakaway, we build a cash flow system that runs like a business—because that’s what your personal finances should be.
No more guesswork. No more “where did it all go?”
Just a clear, automated structure that directs your income to the priorities that build wealth. This isn’t a budgeting app—it’s a financial engine that runs in the background.
Most entrepreneurs talk to their CPA once a year—usually in a rush—and call that “tax planning.” We call that reporting history. At Breakaway, we take a proactive approach to tax strategy that aligns with your income, entity structure, and long-term wealth goals.
This isn’t about loopholes. It’s about structure, timing, and intentional moves. Your tax strategy shouldn’t just save money, it should accelerate wealth building.
You get a team that not only finds the tax wins—but actually executes them.
While most advisors focus solely on diversification, we make sure your assets live in the right accounts to reduce unnecessary tax drag. The same investment in the wrong account could cost you thousands annually in avoidable taxes.
We don’t just tell you what to do—we build and manage the investment plan for you.
Accounts are opened, transfers handled, allocations customized, and rebalancing done on autopilot.
You stay focused on your business—we stay focused on your growing net worth.
This isn’t your typical financial advice column. At Breakaway, we write for driven entrepreneurs who want to turn business success into lasting wealth—without spreadsheets and stress.
Whether you’re looking to automate your cash flow, reduce taxes, or invest with intention, you’ll find actionable insights. Be intentional. Build momentum. Let’s break away from the old model—and build wealth on your terms.
You’ve built the business. Now it’s time to build the wealth behind it.
At Breakaway, we don’t just give advice—we implement a full system that works while you focus on what you do best.
Get your FREE 5 keys to Automate Wealth PDF and learn more about how we can help you.
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!
