Frequently Asked Questions

  • Do you offer free consultations?

    Yes, Breen Financial Management offers free consultations. We provide appointments either over the phone or in person to discuss your financial planning needs.

  • How many years of experience do you have?

    We have 40 years of experience in the financial industry. Our expertise covers comprehensive financial planning, wealth management, and insurance solutions.

  • What areas do you serve in Florida?

    We serve Lake Mary and throughout Central Florida, including Orlando, Winter Park, Longwood, Altamonte Springs, and Sanford areas.

  • Do you use a fiduciary approach?

    Yes, we maintain a personalized fiduciary approach with transparency through fee-based planning models. We prioritize your best interests in all recommendations.

  • What's included in your financial planning?

    Our comprehensive financial planning covers budgeting, saving, insurance, investment coordination, tax planning, and retirement considerations using advanced planning software and stress testing.

  • Do you offer 1031 exchange guidance?

    Yes, we provide Delaware Statutory Trust advisory for 1031 exchange clients and investors seeking passive real estate income while deferring capital gains.

  • What insurance types do you provide?

    We offer tailored life, disability, and long-term care insurance planning. We have access to multiple carriers to ensure customized coverage for your needs.

  • Do you help with business succession planning?

    Yes, we guide business owners through succession strategies including entity plans, cross purchase agreements, and buy-sell agreement consulting for smooth ownership transitions.

  • How often do you review portfolios?

    We monitor portfolios closely with ongoing communication and frequent plan reviews. We provide timely rebalancing and refinements as markets shift or priorities evolve.

  • What's a Deferred Sales Trust?

    A Deferred Sales Trust allows you to defer capital gains on highly appreciated business or real estate sales with greater reinvestment flexibility and long-term income potential.

  • Do you coordinate with other professionals?

    Yes, we work with attorneys, CPAs, and qualified intermediaries to ensure seamless coordination for estate planning, tax strategies, and compliance requirements.

  • Can I schedule phone appointments?

    Yes, we offer both phone and in-person appointments for your convenience. Call (407) 712-6780 to schedule your free consultation today.