We have turned financial planning on its head! I noticed the difference in the type of service small investors get compared to what wealthy individuals benefit from. Wealthier individuals surround themselves with a team of advisers that are both educated and devoted to helping them reach their goals while small investors are chased by sales-driven financial professionals.Furthermore, many small investors are approached by advisers which do not need to have their best interest at heart!. At Breakaway Financial Group, we value our fiduciary responsibility toward our clients. Under the law, we have to put your best interest before ours and we don't see how our work can be done any other way. We even push it one step further.We know that you are busy with your life and sometimes you feel you don't have the time to get to learn everything you need to know. Let us help you! We think it is important that we advise our clients on every facet of their financial life. We feel that every piece plays hand in hand with each other and if an area of your finances is neglected, it could mean that your whole life plan could come down crashing.We also have the heart of a teacher! We like to educate our clients to make sure they feel confident about their important financial decisions. All we need is an hour per meeting/review to make you a savvy investor!Imagine the difference our attention to details could mean to you.

Headquartered in Greenwich, Connecticut, Belpointe’s companies operate together as a multi-family office by making private investments and offering a wide range of wealth management, legal and real estate services.Founded by the Lacoff family more than a decade ago, the name Belpointe includes the initials of the founding partner, Brandon E. Lacoff. The image of a lighthouse overlooking a point of land is symbolic of how we serve our clients—with careful and consistent guidance.

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Our firm was selected as one of the top 10 ETF investment advisors in the U.S. for 2012 by ETF Report magazine. Index Strategy Advisors, Inc. is a Registered Investment Advisor delivering personalized portfolio management to individuals throughout the United States. Helping our clients achieve their investing goals drives everything we do.

During the period spent at AspenCross Financial Group, I have helped my clients analyse their financial needs and create a personalized plan to accomplish the goals they envisioned. I used a holistic approach with my clients, helping them build a portfolio to suit their needs but also by recommending insurance products to protect their assets, income and family.

Spending time playing hockey in Europe was a great experience for my family. It was a great time to soak up the European culture but also to learn what others in the world do to secure their financial freedom.

After the time I spent in the NHL, I played a few years in the minors. Knowing that I wouldn't be able to play hockey for a living for the rest of my life, this is when I started to focus on my second career. I spent a lot of my free time studying for my business degree at Quinnipiac University but also gained experience by helping younger players, understand what it takes to become a successful hockey player. I am proud to say that a few of the players that I took under my wings, are now stars in the NHL.

Playing hockey for my hometown team was truly a dream come true. Every boy in the province of Quebec, when I was young, wanted to be a hockey player and most of them wanted to play for the Canadiens. For that reason, the team and its players are scrutinized by its fans and the media. I have learned during that time, to deal with adversity; to keep my head up and continue to work hard even though we were not successful as a team.

The period I played for the Bruins was short but I learned a lot there. I was blessed to have played with stars who showed me how teams bond and perform best together.

Making it to the NHL was a goal of mine and accomplished it in 1998. The team was made of young promising players backed by an excellent coach. I have learned during these years the importance or work ethic and preparation. We surprised a lot of skeptics having great seasons as a team. I was awarded most improved player twice during my two years there. An accomplishment that really shows my dedication, focus and work ethic.

First few years as a professional hockey player were filled with ups and downs, but also with lessons to be learned. I learned about the commitment and focus I had to put towards the game.