Financial Planning for Individuals

Individuals have unique financial planning needs that must be considered when creating a comprehensive plan. They need to maximize their career potential, take advantage of current life opportunities, and prepare for their future. Additionally, many individuals have 401k plans and/or stock options through their employers that need to be managed effectively to get the maximum benefit from them

They may also be able to take advantage of employer-provider benefits such as health insurance, disability insurance, dependent care plans, and more.

We help our professional clients develop a plan that meets their specific needs and goals using everything that is available to them. The goal is to maximize their benefits to become as financially efficient and effective as possible

Creating a financial plan is an important step in achieving your financial goals. At Breakaway Financial Group, we can help you develop a comprehensive plan that meets your unique needs.