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The Breakthrough Wealth Group Difference
Serving as your financial compass, we guide you along your journey, helping you discover ways to grow, protect, and save - "GPS" - your wealth.
OUR MISSION & VISION
To empower individuals and business owners through comprehensive financial education and practical implementation, enabling them to achieve financial excellence.
To be the premier provider of highly skilled professionals, delivering world-class training that drives scalable, sustainable growth in the world's most prestigious and impactful industries.
“If you fail to plan, you are planning to fail.”
Benjamin Franklin
CUSTOMIZED
Financial Solutions
From planning for retirement to protecting your assets to building a lasting legacy, our experienced team is here to provide personalized solutions that align with your vision for the future.
Let's Begin
Whether you're in the stage of creating wealth or transferring wealth, we provide personalized solutions that align with the vision for your future.
FINANCIAL CHECKUP
How would a financial checkup impact your financial game-plan?
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Some of Our Partners
Generational Vault
All of our clients receive secured access to your personal Generational Vault – your virtual safety deposit box – which allows you to upload important documents for safekeeping.
Highest Level of Security
Generational Vault is fortified with cutting-edge security to ensure the highest level of protection for your data. We utilize advanced encryption technologies, including SSL/TLS protocols that use a 2048-bit public encryption key, which is one of the strongest available.
24/7 Access
You are able to access your digital safety deposit box at any time you need to. You will have your own private log in to access your account safely from anywhere.
Reports & Storage
Review important financial reports and dynamic charts. Safely store your trusts, wills, powers of attorney, insurance policies, investments and even photos all in one place that is easily accessible anytime, anywhere.