Kyle Breitzman, CFP(R), EA's Linkedin Analytics

After a free initial consultation with me, clients have a much better understanding about what they own, how they are invested, how they SHOULD be invested, and most important of all: what it all MEANS! I am a Certified Financial Professional with a focus on income taxation. I am licensed to sell insurance and securities products in WI. I help people understand the natural interrelationship between taxes and investing so they can feel more in CONTROL over their financial futures. Having a lot of money is not as important as understanding what to do with it. I help my clients understand that 1. There is only one purpose for money: to be spent. 2. The only people that will spend their money are themselves, their loved ones, and the government. 3. A good plan ensures that the RIGHT people will be spending their money. 4. The right people are NOT the government. An ideal client is one that values a long-term commitment. I work with young, educated families, retirees and everything in-between because a good financial plan is adaptable through all phases of life (and even death). You may reach me via email or call me at (262) 782-7224. Registered in States: WI, NC, MN Kyle Breitzman, CFP (R) 405 N Calhoun Rd #106 Brookfield, WI 53005 [email protected] (262) 782-7224 Securities offered through Securities Service Network, LLC Member: FINRA/SIPC * Fee based advisory services offered through SSN Advisory, Inc., a registered investment advisor https://www.finra.org,