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:
We specialize in helping entrepreneurs with $250k+ in taxable profits maximize their wealth.
Your business is your greatest asset—we’ll help you make it work harder for your future.
We cut through the jargon to provide clear steps to achieve your financial goals.
We believe that every entrepreneur’s path is unique. Our process includes:
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.
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.
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:
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.
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Match long-term major equity indexes growth with less market risk.
Uses index-related ETFs that incorporate a tactical strategy to reduce risk when the index either breaks trend or is overbought.
Because it does that within an ETF framework, the allocation adjustment doesn’t create taxable events.
The ETFs invest in equity securities which may be volatile.
The model uses global diversification to help minimize risk.
The model benefits from the ETFs internal strategy to reduce the risk of large drawdowns.
Risk: 7 out of 10
Provide long-term quality appreciation through investments in high-quality market-leading companies.
Uses direct investments into the stocks of 25-30 companies within the US and international markets.
We attempt to reduce turnover to increase increase tax efficiency by choosing established companies with stable growth projections. However, securities can be sold if they are either out of favor or overvalued.
The model is less diversified and should be used as a satellite strategy in conjection to a more diversified model.
Risk: 8 out of 10
Provide equity-like growth with the potential for tax-preferential income.
The model is used to diversify from traditional public markets to help reduce portfolio volatility.
The model invests in private-equity investments with a track record of providing solid growth.
The strategy includes some real estate-based investments to provide tax benefits.
The model is used to help anchor an income-providing portfolio.
The investments are non-traded which provides a way to reduce volatility from market fluctuations.
However, for the same reasons, the investments are less liquid.
Risk: 7 out of 10
Based on the financial plan, the model is used to store the income needed to be provided by the investments within the next 2 years.
The model aim to provide high income while keeping risk low.
The model uses different money-market and short-term bonds ETFs to provide high income and attempting to provide additional return through extending credit risk or duration risk based on opportunities provided by the market.
The model uses very-low risk ETFs to protect money to be used in the short-term.
It also attempts to match inflation by providing high income.
Risk: 2 out of 10
The model attempts to match broad index returns with less risk over the full economic cycle.
The model uses a single low-cost broad index ETF to provide exposure to the US Large Cap Growth Index.
Depending on market dynamics, the model may reduce allocation to the ETF to reduce volatility.
The model’s exposure to the stock market can range from 60% to 100%.
We use a proprietary tactical strategy to gauge market momentum and trend. Our team makes allocation decisions based on the readings the strategy provides.
Risk: 8 out of 10
The model attempts to match broad index returns with less risk over the full economic cycle.
The model uses low-cost broad index ETFs to provide exposure to entire global market.
Depending on market dynamics, the model may reduce allocation to the stock market to protect the portfolio.
The model’s exposure to the stock market can range from 0% to 100%.
We use a proprietary tactical strategy to gauge market momentum and trend. Our team makes allocation decisions based on the readings the strategy provides.
Risk: 7 out of 10
Provide higher returns than broad indexes over the full economic cycle.
The model sector and region funds to target exposure to positively trending areas of the markets.
The model uses our proprietary tactical overlay to help find the areas the markets favor.
The model invests in equity ETFs which can be volatile.
Through the use of our tactical overlay, it can reduce exposure to the stock markets to attempt to protect the portfolio.
Risk: 7 out of 10
The model aims to provide higher returns than the broad market.
Our team researches the economy for growing themes. The model can invest in all asset. It is the most diversified model that we manage.
The model includes our tactical inlay that attempts to reduce risk based on momentum and trend readings.
The model can invest in smaller industries and therefore can be volatile.
It can increase diversification which may help lower risk.
Risk: 8 out of 10
Attemps to provide higher returns than broad indexes by targeting exposure to high stocks of companies that have emerging businesses and stock market trends.
The model invests in 25-30 stocks of companies BAFG selected to be part of the model.
The selection is made by screening for stocks that analysts have high growth and higher share price expectations.
Since the exposure is targeted and less diversified, this model has higher risks.
However, the model includes a tactical overlay to help protect the portfolio in times of market turbulence.
Risk: 8 out of 10
The model attempts to beat the broad Aggregate Bond Index over the full economic cycle.
The model chooses between 3 different ETFs to provide a broad allocation to bonds.
The tactical approach aims to reduce interest rate and credit risk to help reduce volatility and increase returns.
The model should be used as a compliment to equity models to increase diversification.
The model uses bond ETFs.
As it attempts to control interest rate and credit risks, it also focuses on returns which also helps reduce inflation risk.
Risk: 4 out of 10
The model aim to beat Aggregate Bond indexes by adding diversification to non-bond asset classes and by using a tactical overlay to overweight trending securities.
The model attempts to target different types of fixed income, commodities, and alternative securities to help provide higher returns.
The tactical overlay aims to overweight the securities that are trending positively in the markets.
The model should be used in conjunction with equity strategies to increase diversification.
The model can use some volatile securities to help target desired exposure.
It tactically attempts to provide higher returns while reducing credit and interest rate risks.
Risk: 5 out of 10
The model aims to provide exposure to Crypto currencies to possibly increase portfolio diversification and returns.
The model uses an allocation to Crypto-currency ETFs.
We add our tactical overlay to the model to help reduce volatility.
Only a small allocation to the model should be used to help reduce risks.
Crypto currencies are very volatile. There are many risk types to the securities.
Although we are attempting to control risk by managing normal market behavior. Cryptos have larger risk potential than other securities.
Risk: 10 out of 10
