Breakaway Financial Group LLC
Financial Services
887 Johnnie-dodds Boulevard
4 employees
- Employees
- 4
- Contacts
- 1
- Emails
- 1
Breakaway Financial Group LLC Overview
- Headquarters
- 887 Johnnie-dodds Boulevard
- Industry
- Financial Services
- Employees
- 4
- Founded
- 2016
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Breakaway Financial Group LLC
Breakaway from the status quo. Automate your wealth. Breakaway Financial Group helps growth-minded entrepreneurs transform their income into lasting wealth — without the overwhelm. We specialize in working with business owners earning $250K+ in profits who are ready to stop guessing and start executing. Our approach? Simple. We combine financial planning, cash flow automation, tax strategy, and investment management — then we do the heavy lifting. Most firms give you a plan and wish you luck. We build your system and run it with you. You're the entrepreneur. We're your outsourced wealth-building team. Whether you’re scaling your business, preparing for a major liquidity event, or just sick of wondering where your money went — our team brings the discipline, execution, and accountability needed to help you break away from the financial grind and build enduring wealth. What We Offer: Done-for-you financial planning for entrepreneurs Automated cash flow systems Tax minimization strategies tailored to business owners Personalized investment execution & monitoring Wealth mindset & accountability coaching Wealth Building Made Easy
Breakaway Financial Group LLC Contact Details
- People in AeroLeads
- 2
- With contact data
- 1
- Email contacts
- 1
- 50.0% coverage
Breakaway Financial Group LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Lisa Nee | Investment Advisor Representative | Mount Pleasant, South Carolina, United States |
Email
|
| Frances Saucedo | Client Success Assistant |
View
|
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