Breen Financial Management

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Retirement Planning Services, Financial Planning Consultants

CLOSED NOW

Today: Closed

Tomorrow: 9:00 am - 6:00 pm

(407) 712-6780Visit WebsiteMap & Directions1515 International Pkwy Ste 1019Lake Mary, FL 32746

Hours

Regular Hours

Mon - Fri:	9:00 am - 6:00 pm
Sat - Sun	Closed

Places Near Lake Mary with Retirement Planning Services

Mid Florida (2 miles)
Lake Monroe (5 miles)
Sanford (8 miles)
Longwood (9 miles)
Winter Springs (11 miles)
Debary (12 miles)
Casselberry (12 miles)
De Bary (12 miles)
Altamonte Springs (14 miles)
Stone Island (14 miles)

More Info

Email: Email Business
Other Link: http://www.breenfinancial.com
Categories: Retirement Planning Services, Financial Planning Consultants

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Details

Phone: (407) 712-6780

Address: 1515 International Pkwy Ste 1019, Lake Mary, FL 32746

Website: http://www.breenfinancial.com

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Breen Financial Management

Tax Planning
Contact us today to learn more about tax-planning products and services that are specifically tailored for your needs.
Charitable Giving
Often times, an individual will designate a charitable beneficiary in their will to benefit the organization after the individual dies. By using charitable gifting techniques, a donor may be able to benefit the charity while living without having to sacrifice the income that an asset can generate. Understanding how properly structured charitable gifts can provide current benefits for both the donor and the charity could be important for the charitably inclined.
Estate Taxes
Avoiding Probate
Tax Services
Roth IRA
Individual Retirement Accounts (IRA) are tax qualified retirement plans that were established as way for individuals to save for retirement with the benefit of tax favored treatment. The traditional IRA allows for contributions to be made on a tax deductible basis and to accumulate without current taxation of earnings inside the account. Distributions from a traditional IRA are taxable. A Roth IRA is different in that the contributions are not tax deductible, however, the earnings growth is not currently taxable. To qualify for tax-free and penalty-free withdrawals of earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59 ½ or due to death, disability, or a first-time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes.
Tax Deductions
Presently, the tax code offers incentives for gifting of one’s assets or incomes. Tax deductions are given for current contributions and, for estate owners, charitable gifts can reduce the size of the estate to help minimize estate taxes.
Income Tax
Capital Gains Taxes
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.

Investment Management
Mutual Funds
Bond mutual funds: As with stocks, bonds are bundled together in portfolios which are actively managed to produce income and capital appreciation for investors. Owning a portfolio of bonds is less risky for smaller investors because it is diversified and, it is more liquid.
Wealth Management
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.

Accounting Services

Financial Planning
With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies. This goal-based financial security planning approach is designed to help you...
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.
Annuities
Long Term Care
Longer life spans can also translate into more health issues that arise in the process of aging. The federal government provides a safety net in the form of Medicare, however, it may not provide the coverage needed especially in chronic illness cases. Planning for long-term care, in the event of a serious disability or chronic illness, is becoming a key element of retirement plans today.
Asset Management
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.
Charitable Remainder Trusts
Charitable Lead Trusts
Also known as an Income Trust this vehicle transfers the income rights to the charitable organization. Generally, the income rights are assigned for a specified period of time after which the remainder passes to the donor.
College Funding
Asset Protection
I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

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