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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HOT TOPIC: 530A Trump Accounts Officially Open
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
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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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Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.