Breske & Breske, Inc. - Who We Are
Breske & Breske, Inc. is a full-service financial services, executive and employee benefit firm committed to helping guide business owners and individuals on a personalized path to achieving their financial goals.
Bob Breske, wealth manager and planner, and his team have been working with businesses and individuals for over 30 years, providing them with the necessary guidance and services that help bring confidence in knowing your business and financial affairs are in proper order.
As Seen In...
Bloomberg Businessweek, Fortune, & Money Magazines
Kiplinger's Personal Finance Magazine
Why Choose Us?
Our mission is to build lasting relationships with our clients by providing them with the personalized service they deserve and the tools necessary to help achieve their financial goals.
Our Three-Step Process gives clarity in helping you achieve your business and personal goals:
| 1. Consultation | 2. Coordination | 3. Implementation |
Click the links below to learn about our Three-Step Process...
Contact us today to set up a complimentary 1-hour consultation!
We look forward to the opportunity to work with you.
Newsletters
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Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
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Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.