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Tax and Wealth Management Solutions for
Business, Real Estate and Retirement 
for a solid future


your success is our only mission



Have a look at our specialized services. Reduce Capital Gains Taxes with
the Deferred Sales Trust™



Breen Financial Management, Inc. is an independent wealth management 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™ professional 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 wealth management 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.

© 2018 Breen Financial Management. All rights reserved.