Breen Financial Management

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Welcome to BreenFinancial.com

Larry Breen Breen Financial Management is an independent financial planning 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 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, tax and 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.
Larry Breen, CFP®, CLU®, ChFC®

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
E-Seminars

Animated presentations to help you learn and decide.
iMoney

Ideas to help simplify everyday finances.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

More Newsletters →

Market Watch

July 30, 2010 @ 05:14 AM

Dow Jones Industrials	10,467.16	- 30.72
Dow Jones Transportation	4,415.02	- 5.30
Dow Jones Utilities	387.34	- 5.78
Nasdaq Composite	2,251.69	- 12.87
Nasdaq 100	1,860.30	- 12.32
S&P 500	1,101.53	- 4.60
S&P 100	501.02	- 1.95
S&P Mid-Cap 400	758.11	- 3.57
S&P Small-Cap 600	348.94	- 0.27
Russell 2000	650.43	- 0.33
NYSE Composite	6,994.57	- 4.61
AMEX Composite	1,886.92	- 12.65
10 Year Treasury Note	2.99	- 0.05
Wilshire 5000	11,485.16	- 44.02
PHLX Semiconductor Index	352.52	- 6.95
OSX Oil Service Sector Index	182.21	+ 2.51

[ Markets | Charts | Quotes | Portfolio ]

info@breenfinancial.com

Securities and Advisory Services offered through VSR Financial Services, Inc., a Registered Investment Adviser and Member FINRA/SIPC. Breen Financial Management is independent of VSR. Mr. Breen holds the FINRA Series 7, 24, 63 and 65 security registrations in the states of AL, CA, FL, GA, KS, MD, and NY. To work with residents of other states, the appropriate registration for the state you reside in must be obtained by Mr. Breen before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendations. Securities offered through VSR Financial Services, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

CFP®, CERTIFIED FINANCIAL PLANNER" certificant and are certification marks owned by the Certified Financial Planner Board of Standards, Inc.

*Link Disclosure, Please Note: The information being provided is a courtesy. When you link to any of these web-sites provided herewith, you are leaving this site. Breen Financial Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Breen Financial Management website and assume total responsibility and risk for your use of the sites you are linking to.