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Breen Financial Management

 Tax and Wealth Management Solutions for
Business, Real Estate and Retirement

  •  Tel: 407-712-6780
  •  Toll Free: 888-633-3237
  •  Fax: 407-712-6799
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Breen Financial Management

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Financial Planning

for a solid future

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  2. About
  3. Our Philosophy

Our Philosophy

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Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
 
Our priority is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From there, we will plan regular meetings with you to assess the progress toward your goals and when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

 

About

  • Our Team
  • Our Philosophy
  • Our Process

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1515 International Parkway, Suite 1019 ​
Lake Mary, FL 32746-7633
  •  Tel: 407-712-6780
  •  Toll Free: 888-633-3237
  •  Fax: 407-712-6799
  •  team@breenfinancial.com
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  •  
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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.

 

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