Here at Breese Financial Group, we believe in utilizing the following rules:

Wealth Accumulation:

  1. Pay yourself first
  2. Buy assets not liabilities
  3. Its not what you earn but what you get to keep

Investing Efficiency rules:

  1. Free Money
  2. Tax Free Money
  3. Tax Deferred Money
  4. Other Taxable Money


To find out more about how to implement these rules please schedule a free 1hr Strategy Session today

Book a Strategy Session