Breakaway Financial Group

Breakaway Financial Group Money is not everything, but so much depends on how we manage it! We are not your parents' financial advisor!!!

Our firm is led by a CERTIFIED FINANCIAL PLANNER with a heart of a teacher. We take a look at our clients' Investment Positioning, Tax Planning, Estate Preservation and most importantly Cash Flow Management needs. We advise our clients holistically to help them get more out of their money. Because so much of our lives depends on how we manage it.

Tough love time:Your bank account isn’t a business strategy.If you're checking your balance to decide whether to:•Pay yo...
09/23/2025

Tough love time:

Your bank account isn’t a business strategy.
If you're checking your balance to decide whether to:
•Pay yourself
•Invest in help
•Launch something new..you're flying blind.

Here are 3 numbers that give you real power as a business owner:
•Owner’s Pay % – Are you building personal wealth or just revenue?
•12-Month Net Profit – Not just what you made last month… but where you're headed.
•Breakaway Cash – A safety buffer that lets you act from strategy, not stress.

We install these dashboards for our clients so they can stop guessing and start building.

If you're running your business based on your bank balance... you're not alone.Most entrepreneurs are making high-stakes...
09/18/2025

If you're running your business based on your bank balance... you're not alone.

Most entrepreneurs are making high-stakes decisions with nothing but guesswork and gut checks:

-Can I afford to hire?
-Should I pay myself this month?
-Is it safe to invest in growth?

Here’s the truth: Your bank balance is a lagging indicator. It tells you where you've been, not where you're going. If you want to lead your business with clarity (instead of anxiety), you need to watch these 3 numbers instead:

-Owner’s Pay % : How much are you actually keeping?
-Rolling 12-Month Profit : One good month doesn't build wealth.
-Breakaway Cash Buffer : Your permission slip to breathe, build,
and grow.

Most people don’t track these, but they change everything. Want help getting clear on yours?

09/05/2025

Feeling behind on your finances—even though you’re making more than ever?
It’s not a discipline problem. It’s a system problem.

👉 These aren’t loopholes. They’re legit strategies built for business owners who plan ahead.Be intentional. Automate you...
09/03/2025

👉 These aren’t loopholes. They’re legit strategies built for business owners who plan ahead.
Be intentional. Automate your wealth.

Want help setting this up? Drop a 💰 in the comments or shoot me a message.

Want a breakdown of how to make these work? I’ve got a guide—DM me or comment “TAX WINS” and I’ll send it over
09/01/2025

Want a breakdown of how to make these work? I’ve got a guide—DM me or comment “TAX WINS” and I’ll send it over

👉 These aren’t loopholes. They’re legit strategies built for business owners who plan ahead.Be intentional. Automate you...
09/01/2025

👉 These aren’t loopholes. They’re legit strategies built for business owners who plan ahead.

Be intentional. Automate your wealth. Stop tipping Uncle Sam more than you need to.

Want help setting this up? Drop a 💰 in the comments or shoot me a message.

Let’s Do The Math
08/29/2025

Let’s Do The Math


Tax Strategy Done Right
08/27/2025

Tax Strategy Done Right

What if your biggest tax savings weren’t hidden... just unused?
08/25/2025

What if your biggest tax savings weren’t hidden... just unused?

If you're only thinking about taxes in April... You're playing defense with your money.
08/22/2025

If you're only thinking about taxes in April...
You're playing defense with your money.

Taxes aren't seasonal. They're strategic.
08/22/2025

Taxes aren't seasonal. They're strategic.

Tax season panic? Been there.
08/20/2025

Tax season panic? Been there.

Address

1193 Plantation Lane
Mount Pleasant, SC
29464

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18435648584

Website

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