Investment Planning

Build Wealth While Growing Your Business

Our Approach to Investment Planning

At Breakaway Financial Group, we understand that entrepreneurs like you are focused on building your business. But what if you could grow your wealth and your business at the same time? Our tailored investment planning services help you make the most of your hard-earned profits—so you can build long-term wealth without sacrificing your entrepreneurial goals.

We take a holistic approach, aligning your investment strategy with your business growth and personal financial goals. Our services include:

Personalized Investment Strategies: Investments tailored to your business stage, growth goals, and personal needs.
Tax-Efficient Investing: Reduce your tax liabilities with advanced strategies like tax-loss harvesting and asset allocation optimization.
Wealth Diversification: Safeguard your financial future by diversifying beyond your business assets.
Proactive Risk Management: Assess and manage risks to ensure your portfolio remains stable through market changes.
Goal-Based Planning: Align your investments with key milestones, like funding your lifestyle, children’s education, or preparing for a future business exit.

Why Entrepreneurs Choose Us

Expertise in High-Net-Worth Strategies:

We specialize in helping entrepreneurs with $250k+ in taxable profits maximize their wealth.

Business-Integrated Plans:

Your business is your greatest asset—we’ll help you make it work harder for your future.

Simple, Actionable Guidance:

We cut through the jargon to provide clear steps to achieve your financial goals.

Your Investment Plan, Your Way

We believe that every entrepreneur’s path is unique. Our process includes:

Discovery Call: Understand your goals and challenges
Custom Strategy: Design a tailored plan to build and protect your wealth.
Ongoing Support: Adapt strategies as your business and personal life evolve.

Take the First Step

Ready to make your money work harder for you? Schedule a complimentary consultation today. Let’s create a plan that builds your wealth while growing your business.

Our Investment Planning Process

Investment Plan Creation: Before we make investment recommendation, we want to answer a specific question: “what is the money for?” The answer gives us insights about when the money may be needed and how it should be invested.
Portfolio Analysis: We provide insights on the good and the bad about the current portfolio, and share how we think we can improve it.
Intuitive Diversification: We create diversified portfolios that fit the overall strategy and account type mixture.
Careful Implementation: We ensure we take the time to transition the portfolio to its future state.
Ongoing Monitoring: Our team keeps track of markets developments to proactively adjust the allocation if needed.

Our Models

Account Types

We structure our investment models according to our clients’ account types, tailoring recommendations based on the tax implications of each account. This approach ensures that we design portfolios with the potential for growth while strategically prioritizing tax efficiency.

Click on each Model Name to learn more.

Models for Non-Qualified Accounts

Non-Qualified Core Equity

Quality Equity

Alternative Investments

Cash Equivalent

Models for Qualified Accounts

Large Cap Growth

Core Equity

Sector Rotation

Mega Trends

Opportunistic Equity

Diversifiers Core

Diversifiers Focus

Crypto

Be Intentional About Your Investments

We work tirelessly to build and maintain our clients’ portfolios. Our list of models allow us to create a customized investment plan that fits your financial plan and personal goals:

Financial Plan: Importance of basing the strategies on the financial plan.
Portfolio Creation: Our models are complimentary like puzzle pieces.
Growth & Tax Efficiency: The models are picked for growth and tax considerations.

Take the First Step

Ready to make your money work harder for you? Schedule a complimentary consultation today. Let’s create a plan that builds your wealth while growing your business.