Breske & Breske, Inc. - Who We Are
Breske & Breske, Inc. is a full-service financial services, executive and employee benefit firm committed to helping guide business owners and individuals on a personalized path to achieving their financial goals.
Bob Breske, wealth manager and planner, and his team have been working with businesses and individuals for over 30 years, providing them with the necessary guidance and services that help bring confidence in knowing your business and financial affairs are in proper order.
As Seen In...
Bloomberg Businessweek, Fortune, & Money Magazines
Kiplinger's Personal Finance Magazine
Why Choose Us?
Our mission is to build lasting relationships with our clients by providing them with the personalized service they deserve and the tools necessary to help achieve their financial goals.
Our Three-Step Process gives clarity in helping you achieve your business and personal goals:
| 1. Consultation | 2. Coordination | 3. Implementation |
Click the links below to learn about our Three-Step Process...
Contact us today to set up a complimentary 1-hour consultation!
We look forward to the opportunity to work with you.
Newsletters
-
What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
-
Test Your Knowledge of Estate Planning
Taking this quiz may help increase understanding of estate planning.
-
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
-
Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
Calculators
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Lease Payment
How much would your monthly lease payment be?
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.