Breakaway Financial Group LLC
Company

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 Insurance
Monetary 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 Contact
Lisa Nee Investment Advisor Representative
Email
Frances Saucedo Client Success Assistant
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