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Financial Services
We know that financial success is a personal journey, and we’re here to support you every step of the way.
BREAKTHROUGH WEALTH GROUP
Commitment to Excellence
At the heart of what we do is a strong commitment to our clients. We know that financial success is a personal journey, and we’re here to support you every step of the way. Always putting your best interests first, we ensure that our recommendations and actions are aligned with what truly benefits you, developing a partnership built on trust and excellence.
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.
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.