Breen Financial Management, Inc. is an independent wealth management firm dedicated to helping you achieve your financial, retirement, tax, and estate planning goals. We take the time to get to know you, listen to what it is that you want to accomplish, and then use our experience and expertise to help you achieve those goals. We work with you every step of the way and your financial best interest always comes first
You will be working with a multi-credentialed Certified Financial Planner™ professional who brings both common sense and professional insight to your financial decision-making process. We take the time to understand the details of your current situation and have the skills and experience to help you make the most informed choices possible.
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For business owners and real estate investors reluctant to sell highly appreciated assets due to the capital gains taxes associated with such a sale, the Deferred Sales Trust™ (DST) may be an alternative worth considering. It may be especially useful for the retiring business owner or the real estate investor not interested in a like-kind property exchange or who simply wants to be relieved of their day to day business or property management responsibilities.
The Deferred Sales Trust™ is a capital gains tax deferment vehicle that allow owners of highly appreciated assets such as a business or a commercial property to sell these assets and potentially defer the payment of capital gains taxes over time. The DST has the potential to generate more money over the long run than a direct and taxed sale.
Read MoreAs a CERTIFIED FINANCIAL PLANNER™ professional I subscribe to the comprehensive financial planning process and the CFP Board of Standards Code of Ethics and Professional Responsibility. I find my vocation to be satisfying and meaningful as I help people reach their most important goals. It has also afforded me the opportunity to create many lasting and rewarding relationships along the way.
We live in an increasingly specialized world. We have the training, know-how and technology to coordinate all of your financial and retirement planning needs. Our approach is to work with and coordinate with the other professionals that you have in your business and in your life for the best possible outcome.
Bachelor of Science, Financial Management, Clemson University, 1984 Masters of Science, Financial Planning, College for Financial Planning, 2003 - Honors Graduate
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Larry Breen, CFP®, CLU®, ChFC®, MPAS®
Registered Principal, Investment Advisory Representative, Insurance Broker
Securities offered through Dempsey Lord Smith, LLC Member FINRA/SIPC. Advisory services offered through Dempsey Lord Smith, LLC. Larry Breen is securities licensed in the states of AL, CA, CO, FL, GA, IL, KY, ME, MA, TN, TX, and WA. Larry Breen is insurance licensed in the states of CO, FL, and TX. He holds the Series 7, Series 24, Series 63, Series 65, life, health, and variable annuity licenses.
