Welcome to BreenFinancial.com

Breen Financial Management is an independent financial planning firm dedicated to helping you achieve your financial, retirement and estate planning goals.We take the time to get to know you, listen to what it is you value most in life and then use our experience and expertise to design a plan that will help you achieve the goals that you are working towards.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 advisor, 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.

The foundation of our business is client relationships, and our goal is to become your planning partner for life.Please continue to review our web site to see if we would be a good fit for your financial, retirement or estate planning needs.We are happy to meet with prospective clients on a get-acquainted basis. It would be a pleasure to meet you and learn what it is in life that you are working towards, and I hope you will find the trust in me that so many of my clients share.


Larry Breen, CFP®, CLU, CHFC, CPCU

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

The Trouble with Timing

The speculation that drives market timing can often cause investors to get in right before a downturn or to flee before realizing potential gains.

You’ve Sold It: What’s Next?

If you are a business owner who is considering selling your enterprise soon, you may be able to reap even greater rewards by doing a little prep work now.

Lock in Today’s Tax Rates

If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

Giving for the Greater Good

When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

More Newsletters →

May 15, 2008 @ 11:43 PM

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